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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