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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Legislative Update - Fall 2016

Oct. 10, 2016 | Jon Vogler

Several retirement-related bills were introduced in Congress during the third quarter; they are outlined in this edition of Legislative Update.

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Washington Insights - Fall 2016

Sept. 26, 2016 | Jon Vogler

On August 17, 2006, President George W. Bush signed into law the Pension Protection Act of 2006 (PPA), with the goal of ensuring greater retirement security for American workers.

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Section 408(b)(2): A Summary

Aug. 30, 2016 | Jon Vogler

In February 2012, the US Department of Labor (DOL) released the long-awaited final disclosure requirements under ERISA Section 408(b)(2).

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Legislative Update - Summer 2016

July 22, 2016 | Jon Vogler

Among retirement-related bills introduced in the past few months, two concerning distributions are particularly noteworthy.

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Washington Insights - Summer 2016

July 7, 2016 | Jon Vogler

A high-profile commission made up of individuals from the academic, political, business and investment worlds recently released a bipartisan plan to strengthen the retirement security and personal savings of Americans.

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Maximizing Social Security retirement benefits: Begin with the basics

June 3, 2016 | Thomas Rowley

Creating an effective income strategy is a top priority for Americans working to secure a comfortable retirement.

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Legislative Update - Pending Legislation: Spring 2016

April 22, 2016 | Jon Vogler

Some members of Congress mobilized late last year to try to block implementation of the re-proposed Department of Labor (DOL) fiduciary rule (also known as the “conflict of interest” rule), which would broaden the definition of fiduciary by conferring fiduciary status on anyone who receives direct or indirect compensation for providing recommendations – including recommendations regarding investments and/or distributions or rollovers – to a retirement plan, plan sponsor, plan participant, beneficiary or an IRA owner.

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Washington Insights - Spring 2016

April 19, 2016 | Jon Vogler

Retirees regroup with phase-out of Social Security claiming strategies

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