Washington Insights – Summer 2019

June 7, 2019 | Jon Vogler

In this edition of Washington Insights, we examine the provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Recently passed by the US House of Representatives, this is the most comprehensive retirement bill considered by Congress in more than a decade. We analyze the prospects for it to be adopted by the Senate, or alternatively reconciled with the Retirement Enhancement and Savings Act (RESA) — a similar bill in the Senate. We will then assess the likelihood of this legislation (as well as a second separate retirement bill) becoming law later this year.

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Legislative Update - Spring 2019

April 2, 2019 | Jon Vogler

A large percentage of the retirement-related bills which have been introduced in this first quarter of the new 116th edition of Congress have to do with Social Security.

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Washington Insights – Spring 2019

March 22, 2019 | Jon Vogler

A new report from the Government Accountability Office (GAO) calls on federal regulators to clarify the rules regarding the transfers of unclaimed savings from employer-based 401(k) plans to the states.

In this edition of Washington Insights, we explore the findings and recommendations in the GAO report, as well as the unexpected manner in which accounts may be considered to be “abandoned” for purposes of some state laws on “escheatment” (i.e., forfeiture).

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Legislative Update Winter 2019

Jan. 25, 2019 | Jon Vogler

A new Congress typically offers hope that constructive retirement-related bills will be submitted (or resubmitted). Bills for the new year have begun to be introduced now that the 116th Congress has convened. But if this Congress is like its predecessor, partisan disputes may limit its ability to pass new legislation. This edition of Legislative Update will recap pension-related legislation passed by the 115th Congress in 2018, review a number of topics that shared the spotlight in 2018 and assess the prospects for their further development in 2019.

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Washington Insights – Winter 2019

Jan. 16, 2019 | Jon Vogler

In this edition of Washington Insights, we address two retirement-related topics in the news recently. First, we will review proposed hardship regulations issued in November 2018. Second, we will take a look at the recent concern over the status and viability of multiemployer pension plans.

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Legislative Update - Fall 2018

Sept. 24, 2018 | Jon Vogler

The Family Savings Act of 2018 focuses on retirement and savings issues and is part of the “Tax Reform 2.0” package of bills which follow up on the Tax Cuts and Jobs Act from late last year.

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Legislative Update - Summer 2018

July 24, 2018 | Jon Vogler

The recently-introduced Commission on Retirement Security Act of 2018 (listed in the “Retirement reform” section below) would establish a federal commission to review private retirement benefit programs and report to Congress on how to improve private retirement security in the United States

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