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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Legislative Update: Winter 2017

Jan. 24, 2017 | Jon Vogler

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

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Washington Insights - Winter 2017

Jan. 9, 2017 | Jon Vogler

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

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