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.
Washington Insights - Fall 2018
Aug. 31, 2018 | Jon Vogler
In this edition of Washington Insights, we explore how federal agencies are viewing the issue of tracking down missing plan participants and their expectations with regard to plan sponsor actions. We also examine the scope of the problem, in a look at proposed legislation to address missing participants. Lastly, we discuss retirement industry groups’ responses in marshaling current approaches and resources to broaden the conversation and seek solutions which are mutually acceptable to their members and the agencies.
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
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.
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.
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.
Taking distributions from Roth IRAs
March 27, 2018 | Thomas Rowley
Before you take a Roth IRA distribution, it's important to understand the rules to avoid penalties. The major consideration is order of distribution.
Eight ways money can make its way into a Roth IRA
March 27, 2018 | Thomas Rowley
A Roth IRA offers benefits and a wide choice of investment options. Let's take a look at eight ways you could potentially fund a Roth.
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.
