Enacted in 1974, ERISA is a federal law designed to protect the interests of individuals participating in most voluntarily established pension and health plans in the private sector. It does this by ...

The amendment deadline for IRAs, SEP arrangements, and SIMPLE IRA plans is now December 31, 2027, reflecting the scope of the ...

The IRS extended the deadline for SECURE 2.0 related amendments to IRAs, SEPs, and SIMPLE IRAs to Dec. 31, 2027, saying that additional time is needed to complete model language.

If the deadline to amend an individual retirement arrangement under the SECURE 2.0 Act applies to you or your clients, you can breathe a little easier.

The IRS issued a notice extending the deadline for making certain amendments to IRAs, SEP arrangements and SIMPLE IRA plans ...

Learn how traditional IRA catch-up contributions can maximize your retirement savings for those aged 50+. Find out if ...

2025 IRA contribution limits are $7,000 for those under age 50 and $8,000 for those over 50; the same as they were in 2024. SEP-IRA contribution limits for 2025 are $70,000 or 25% of employee ...

What Is a Traditional IRA? A traditional individual retirement account (IRA) is a retirement savings account that lets you invest pre-tax income to save for retirement. The key feature of this account ...