June 25th, 2010
The House of Representatives has, by a margin of 417-to-1, passed a bill containing pension relief.
June 4th, 2010
The SPARK Institute has expressed its opposition to the defined contribution plan fee disclosure provision in the American Jobs and Closing Tax Loopholes Act (H.R. 4213).
May 28th, 2010
The U.S. House of Representatives passed a bill Friday that provides for defined contribution plan fee disclosure and temporarily eases pension funding requirements.
May 21st, 2010
A bill that has been introduced in the U.S. House of Representatives would impose new disclosure requirements on defined contribution plans.
May 17th, 2010
A Washington, D.C., senior-citizen advocacy group today said it applauds a new piece of legislation that would create an inflation measurement based on expenses typically borne by seniors.
May 17th, 2010
While there are many legislative and regulatory proposals that could affect retirement plans, the financial reform bill and fee disclosure regulations are two actions to watch for next.
May 14th, 2010
Georgia Governor Sonny Perdue has signed a bill that eliminates taxes on retirement income for senior citizens.
May 13th, 2010
Two federal lawmakers have introduced a bill they say would boost employee-owned businesses through tax law changes.
May 12th, 2010
Nationwide Financial is hosting a conference call Monday to help retirement plan advisers get ahead of upcoming retirement plan regulation and legislative changes, such as fee disclosure.
May 10th, 2010
BlackRock Inc. and the largest U.S. business lobby groups are fighting to strike a provision in the financial regulations overhaul legislation that they say could harm millions of investors in retirement plans and pension funds.
May 6th, 2010
The impact of health care law on the future of qualified retirement plans.
May 4th, 2010
Following the deadline for responses to the Department of Labor and Treasury Department’s request for information about lifetime income options in retirement plans, the Government Accountability Office (GAO) has issued a letter detailing its findings about options outside of retirement plans.
April 12th, 2010
Change is a reality of life.
March 15th, 2010
A legislative amendment could make it easier for participants to do a Roth conversion within a 401(k) plan – but not for as many as you might have thought.
March 9th, 2010
A bill making its way through the U.S. Senate could make it possible to do a conversion to a Roth IRA within 401(k) plans.
Some states taking a closer look at adviser certifications
New 403(b) rules may offer opportunities for advisers to have a "client touch"
IRS issues guidelines for deferred compensation arrangements maintained by tax-exempt entities or state or local governments
Data & Research
February 23rd, 2010
A new survey from AARP suggests that—regardless of political
persuasion—Americans age 50 and older want 401(k) providers to explain
More than the subtleties of the law, the nuances of crafting a cogent
legal brief, and the humiliations that often accompany the public
exercise of the Socratic method, surely the most intimidating aspect of
my law school experience—certainly in the first year—was the grading.