Tax & Accounting Blog Posts by Thomson Reuters | Retirement

DOL Issues Guidance for Investment Advice Providers and Investors Regarding PTE 2020-02

DOL Identifies Cybersecurity Tips for Plan Sponsors, Participants, and Fiduciaries

Fiduciaries Did Not Breach Duties by Hiring TPA That Allowed Identity Thief to Withdraw 401(k) Funds

Distribution From Rollover IRA Subject to 10% Additional Tax on Early Distributions

IRS Postpones Deadline for Federal Income Tax Returns, 2020 HSA Contributions, and Certain Retirement-Related Filings

Investment Platform Provider Not Acting as a Fiduciary When Collecting Access Fees From Mutual Funds

DOL Will Not Enforce New Rules on Proxy Voting and Financial Factors in Investment Selection Pending Review

IRS Releases 2021 Versions of Forms 1099-R and 5498 and Instructions

DOL Issues Missing Participant Guidance

How Do We Evaluate Whether It Makes Sense to Add Roth Contributions to Our 401(k) Plan?