Washington Insights - Fall 2018

Aug. 31, 2018 | Jon Vogler

In this edition of Washington Insights, we explore how federal agencies are viewing the issue of tracking down missing plan participants and their expectations with regard to plan sponsor actions. We also examine the scope of the problem, in a look at proposed legislation to address missing participants. Lastly, we discuss retirement industry groups’ responses in marshaling current approaches and resources to broaden the conversation and seek solutions which are mutually acceptable to their members and the agencies.

Add to Briefcase

The growing sentiment gap

June 15, 2018

Invesco commissioned a study to take the pulse of investors and financial advisors. The research findings reveal differences in how financial advisors and investors view the market, rising interest rates and portfolio income.

Add to Briefcase

Washington Insights - Summer 2018

June 14, 2018 | Jon Vogler

The House Education and the Workforce’s Subcommittee on Health, Education, Labor and Pensions heard testimony on May 16 about four bipartisan bills that would simplify and modernize retirement plan access and administration.

Add to Briefcase

Washington Insights - Spring 2018

May 3, 2018 | Jon Vogler

In this edition of Washington Insights, we explore the uncertainty which reigns as the Fifth Circuit vacates the DOL fiduciary rule.

Add to Briefcase

Added to Briefcase

Removed