Regulatory and Legislative

Educational resources to help plan sponsors and consultants keep current with pending legislation and regulatory changes affecting retirement plans and participants.

Legislative Update: Winter 2018

2017 was not a particularly active year for retirement-related legislative initiatives — but a flurry of bills introduced late in the year holds out promise that the 115th Congress will offer up more retirement legislation for President Donald Trump’s signature in 2018.

Washington Insights – Winter 2018

In this edition of Washington Insights, we explore several retirement-related developments tied to the tax reform bill.

Legislative Update: Fall 2017

Legislative activity on retirement-related issues was relatively light in Washington, D.C., over the last quarter, as Congress spent a good chunk of time away from Capitol Hill on summer recess.

Washington Insights: Fall 2017

In our Spring 2017 edition of Washington Insights, we touched on tax reform as it relates to retirement. With the date of anticipated congressional action on tax reform drawing near and concern mounting over the future of existing retirement savings incentives, we revisit this important topic.

Legislative Update: Summer 2017

Several bills that were introduced in the last session of Congress have reappeared in the current 115th Congress.

Washington Insights: Summer 2017

While the Department of Labor’s (DOL) fiduciary rule (aka the "conflict of interest" rule) went into partial effect on June 9, there is some uncertainty as to how much of the rest of the rule will survive.

Legislative Update: Spring 2017

A large percentage of the retirement-related bills that have been introduced in this first calendar quarter of the new 115th Congress have to do with Social Security.

Washington Insights: Spring 2017

The time may be near for comprehensive US tax reform.