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.

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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.

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Legislative Update - Spring 2018

April 19, 2018 | Jon Vogler

A number of the retirement-related bills recently introduced in Congress are wide-ranging in scope and include several different provisions to enhance retirement savings.

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Legislative Update: Winter 2018

Jan. 25, 2018 | Jon Vogler

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.

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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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