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: 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.

Legislative Update: Winter 2017

A new Congress typically offers hope that constructive retirement-related bills will be submitted (or resubmitted).

Washington Insights – Winter 2017

In this edition of Washington Insights, we explore five trends on the retirement front that may have implications for the year ahead.

Washington Insights – Fall 2016

On August 17, 2006, President George W. Bush signed into law the Pension Protection Act of 2006 (PPA), with the goal of ensuring greater retirement security for American workers.

Section 408(b)(2): A Summary

In February 2012, the US Department of Labor (DOL) released the long-awaited final disclosure requirements under ERISA Section 408(b)(2).