Aug 7, 2020 | Jon Vogler
In recent months, we’ve seen continued legislative efforts to address financial pressures stemming from the ongoing pandemic.
Jul 1, 2020 | Jon VoglerOn May 21, 2020, the Department of Labor (DOL) published its much-anticipated final rule to expand the ability of employers to communicate mandated retirement plan disclosures and other information online or by email. The final rule is substantially similar to the DOL’s proposed rule on this topic issued last year. It allows employers to deliver disclosures to plan participants electronically by default, with the ability for participants to opt in to paper mailings if preferred.
Jul 1, 2020
Jun 2, 2020 | Jon Vogler
Beyond the Setting Every Community Up for Retirement Enhancement (SECURE) Act and the Coronavirus Aid, Relief and Economic Security (CARES) Act, here is a list of some notable retirement-related bills introduced over the last several months.
May 14, 2020 | Jon VoglerRetirees face difficult decisions. They have to decide how much to withdraw each year from their 401(k) plans and individual retirement accounts (IRAs), and face the risk of either spending too quickly and outliving their resources or spending too conservatively and consuming too little. In addition, they must consider how and when to draw down their Social Security retirement benefits, and how to invest their savings after retirement.
Mar 19, 2020 | Jon Vogler
Up until year end, 2019 had not been a particularly active year for retirement-related legislative initiatives — but the year ended with a flourish with the passage of the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), the first major piece of retirement legislation since the Pension Protection Act in 2006.