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.
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.
“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.”
Plan sponsors from across the U.S. will gather in Washington
D.C. next month for the annual PLANSPONSOR National Conference—presenting a
tremendous opportunity for client networking and shared problem solving.