January 26th, 2016

2017 White House Budget Includes Open MEP Expansion Calling retirement a “pillar of the middle class,” Labor Secretary Tom Perez introduced a number of retirement proposals that are going to be included in President Obama’s 2017 budget. Read more > High Court Send Back Amgen Case for Second Time The U.S. Supreme Court Monday sent back, for the second time, the Ninth Circuit Court decision reviving a proposed Employee Retirement Income Security Act class action against Amgen Inc. Read more > Recruiting for Advisers, By Advisers What recruiting techniques are advisers using these days? The same old, same old? New and different, using social media or some other way of thinking outside the box? Something we haven’t thought of? Please take our (extremely short) survey, and thanks!  Read more > How Are Investors Responding to Volatility? Experts suggest many long-term investors have absorbed central lessons about volatility and trading—especially among more sophisticated segments of the investing population. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 Many Near-Retirees Don't Understand Social Security Benefits 5 The Most Common Retirement Plan Testing Mistakes

Sponsored message from T. ROWE PRICE Successfully navigate a complex target date landscape Choice is good, but too much of it can lead to analysis paralysis. Help sponsors evaluate and choose target date options that best align with their needs. Read more > DOL Files Suit Over Employer Stock Valuation The U.S. Labor Department filed a lawsuit against a Florida employer accused of imprudence in the valuation and sale of the company’s stock to its own employees. Read more > Don't Leave Them Stranded Highly compensated employees saving for retirement face both the Internal Revenue Service limits on their individual contributions and the limits effectively imposed on them by their plan’s need to pass nondiscrimination testing. Read more > Retirement Income Calculations Need a Refresh Standardized retirement income calculations may have made sense in an era when preretirement income almost exclusively comprised earnings and when post-retirement income comprised Social Security and defined benefit pensions. Today the income planning picture is more complicated.  Read more > How to Boost Plan Sponsor Satisfaction To further the reach of your practice and the satisfaction of your plan sponsor clients, Wells Fargo Funds has created “The Science of Satisfaction” program. Learn more during our webcast TODAY, at 2 p.m. EST.  Read more >

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