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IRS Proposes Regulations Updating MEP 'One Bad Apple' Rule

In certain cases, the portion of a multiple employer plan attributable to a participating employer’s failure to meet plan qualification requirements would be spun off. ....

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Retirement-Reform Bill Could Slash Taxes

The House is ready to vote on a revamp of a 2019 overhaul of retirement tax rules. It could mean even bigger savings for investment portfolios and nest eggs. ....

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House to Vote on Bipartisan Retirement Security Measure Today

The House of Representatives will vote today on bipartisan retirement security legislation to enhance features of employer-provided retirement plans, expand the ....

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Capitol Hill Puts Focus on Retirement Security Legislation

The house will hold a committee hearing focused on improving Americans’ retirement savings and investing opportunities and vote on the ‘SECURE Act 2.0’ this Tuesday. ....

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The Lowdown on Living Trusts

A trust can solve a lot of problems. But like all tools, it can also be misused. ....

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