A federal judge ruled the university did not act imprudently with employee retirement plans.
Levy on overseas profits was aimed at tech and pharma companies, but quirks in the way it's calculated mean it's likely to hit big banks.
IRS OKs up to $10,000 in K-12 spending and rollovers to ABLE accounts; makes recontributing tuition refunds to 529s tax-free.
These investments will make sense mainly for ultrahigh-net-worth clients, at least initially, according to tax experts.
The program will close in September, though some aspects such as participant education still will be available to advisers.
Tax collectors in states like New York make it really hard to leave.
Until such guidance is issued, the ERISA Industry Committee is asking the Department of Labor to cease sending threatening letters to plan administrators.
Advisers can use a mathematical formula to more safely guide a client's retirement income portfolio.
Decision involves two lawsuits related to University of Southern California retirement plans.
Plan would also create universal savings accounts, but it doesn't offer fixes for glitches in last year's overhaul.
Supply-demand imbalance has boosted munis so far this year.
Eight broker-dealers censured for supervisory laxity in monitoring VA exchanges.
Text said a 401(k) loan was being processed, but no accounts were actually affected.
Firm invested in Track Technologies, a tech tool that automates taxes for "gig economy" workers.
For older workers, staying on the job is a more effective strategy than increasing savings.
Plaintiffs given until July 30 to file amended complaint against executives of the $38.6 billion plan.
Many from tri-state talk of fleeing to Sunshine State to avoid high taxes, but few actually do.
Persistent percentage of defined contribution plan participants contribute below the employer match threshhold.
Suit involved decline in price of company stock held in the 401(k) plan after regulators fined Wells.
The new language, which is still subject to change, explicitly states what had largely been assumed.
