Morningstar’s “Global Fund Investor Experience” report shows that, with strong regulations, come stable markets.
The bill increases limits for retirement plan loans and takes away tax penalties for withdrawals.
Advisers can help plan participants understand their hierarchy of needs, framing guidance to fit the context of whatever additional relief Congress may provide.
ERISA attorneys and practice leaders give their take on the intense political grappling that has become the norm in Washington under a Republican majority.
From a rapidly evolving recordkeeping provider landscape to a potential wholesale rewrite of the tax treatment of retirement assets, today’s environment puts advisers and their clients in a constant state of flux.
With the determination letter program gone, Wagner Law Group is helping plan sponsors remain compliant with the IRS.
The firm will provide 3(21) and 3(28) services through a tech-focused solution.
Speaking with a recent winner of the Plan Adviser Mega Team of the Year designation, Elizabeth Bell offered a frank, behind-the-scenes look at the ongoing legislative discussions surrounding health care and tax reform.
A new publication from Research and Markets offers a highly detailed overview of what it takes to meet the many technical requirements of ERISA.
Charlie Cote, head of Retirement Link Sales at J.P. Morgan Asset Management, reflects on two decades of working with defined contribution retirement plan investors.
The new compliance support programming is free for advisers and seeks to “shed light on opacity surrounding financial regulations."
Advisers say the elimination of tax incentives to save would deter participation and lower savings rates.
“The tax rules have always been designed to tie the interests of the employer and the employee together," one former EBSA official says. “So if you mess up the tax treatment and remove the incentive to offer a plan, small businesses aren’t going to go through the trouble, risk and expense of offering one at all.”
Advisers and plan sponsors may think the sanctions bill doesn't affect them, but it does, according to a Groom Law Group Benefits Brief.
There are certainly states that are attempting to do so, but it’s unclear whether ERISA’s preemption of state law will render their efforts toothless.
The bill would implement a voluntary retirement program for businesses with 50 or fewer employees.
Some members of leadership in Congress have pledged to leave retirement plans alone, one speaker noted, but it remains to be seen how that will actually play out.
The FiduciaryShield toolset launched by Redhawk aims to help advisers meet fiduciary responsibilities on behalf of IRA holders.
On Thursday, the House of Representatives passed a bill that would undo much of the Dodd-Frank Act’s regulations and the fiduciary rule.
Leading experts explore retirement-related developments in Washington, D.C., and state capitals across the U.S.