Legislative Update - Fall 2017

Oct. 12, 2017 | Jon Vogler

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.

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Washington Insights - Fall 2017

Sept. 26, 2017 | Jon Vogler

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.

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Legislative Update - Summer 2017

July 19, 2017 | Jon Vogler


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

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A New Word Order

July 11, 2017

Words to use and toxic words to avoid when communicating with participants.

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Washington Insights - Summer 2017

June 29, 2017 | Jon Vogler

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.

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Legislative Update - Spring 2017

April 11, 2017 | Jon Vogler


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.

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Washington Insights - Spring 2017

March 23, 2017 | Jon Vogler

The time may be near for comprehensive US tax reform.

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Securing America's Financial Future

Jan. 25, 2017 | James B. Lockhart III

The Bipartisan Policy Center's Commission on Retirement Security and Personal Savings

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