Compliance June 18th, 2025 Senate GOP Releases Tax Plan, With Some Key Changes From House Version The bill calls for raising the U.S. debt limit by $5 trillion, up from the House version increase of $4...
Compliance June 17th, 2025 Investors Concerned About the Big, Beautiful Bill’s Section 899 Experts say the provision, which would raise taxes on the U.S. income of foreign businesses and individuals, is likely to...
Compliance May 23rd, 2025 What to Know About GOP’s Proposed ‘Trump Accounts’ Included in House Republicans’ policy package are investment accounts promoting financial security for American children.
Compliance May 14th, 2025 Republican Tax Bill Expands 529s and HSAs, Limits Changes to Retirement Although retirement policy is mostly untouched, the bill would repeal section 103(e) of the SECURE 2.0 Act of 2022, that...
Data & Research February 13th, 2025 ERISA Industry Committee Outlines Latest Employer Priorities In its letter to Congress, ERIC urged lawmakers to ‘preserve and protect’ ERISA, maintain tax incentives in health and retirement...
Data & Research February 13th, 2025 American Benefits Council Advocates for Tax Preferences for Next 5 Years In its policy guide, the national trade association emphasized the importance of protecting retirement and health plans under ERISA and...
Compliance September 17th, 2024 2025’s Tax Sunset and DC Plans The first article in this quarter’s PLANADVISER In-Depth series, which considers the state of retirement in the U.S., looks at...