IRS Weighs In on Uncashed 401(k) Checks

Published on July 21, 2025

Revenue ruling 2025-15 "is relevant mainly in situations involving missing participants or lost benefits," says Mark Iwry.

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Judge in Ameriprise/LPL Suit Rules Search For Client Data Must Move Forward

July 21, 2025
The judge’s order determined that a group of financial advisors who moved from Ameriprise to LPL, and may have taken client data, must work with a third-party “forensic examiner” to assess whether the information should be deleted.

Annuity Issuers Ask SEC to Ease RILA Advertising Regs

July 21, 2025
The Committee of Annuity Insurers says there is still life and annuity red tape left to cut.      Related StoriesTrump Tax Law to Add $3.4T to Deficits: CBOAdvisor and Retail Channels Driving Growth: SchwabWhat If Life Insurance Applicants Know They Have Harmful Genes?