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Kelsey Mayo, for American Retirement Association [ARA]
Dec. 7, 2025
"Juggling multiple retirement accounts is an Olympic sport nobody signed up for.... 401(k) plans offer savers benefits that IRAs don't.... currently any Roth money will get stuck in the Roth IRA -- never making it to the new employer plan, crushing the dream of auto-portability, and potentially confusing savers ... So, what's the holdup? Why hasn't this been corrected already?"
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American Retirement Association [ARA]
Mar. 13, 2024
"Addressing improper withholding of tax refunds, says [Kelsey Mayo, the American Retirement Association's Director of Regulatory Policy], 'has, so far, been a manual process of corresponding with the IRS to have the penalty abated and the refund paid on an employer-by-employer basis.' However, Mayo reports that the IRS expects to implement a systematic fix for the impending corporate tax return deadline."
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