While the industry has spent a lot of time, energy, effort — and money — getting ready for the Labor Department’s fiduciary regulation, what will we make of it five years from now? Four of the nation’s leading ERISA legal experts weigh in.
A proposal touted as “rescuing retirement.” seems to have faulty math, not to mention threatening the 401(k) (or at least its tax benefits.
The IRS has issued guidance modifying the Employee Plans Compliance Resolution System (EPCRS) to take into account the changes in the determination letter application program under Rev. Proc. 2016-37.
Another state-run retirement program for the private sector is now on the books.
Defined benefit plans can play a key role in providing financial stability in retirement, but their effects may not be widespread, according to a recent study.
The Securities and Exchange Commission (SEC) Division of Corporate Finance has provided some comfort for those who offer self-directed brokerage accounts.
Two bills that would facilitate reform of New Jersey’s public pension plans are now before the state Senate.
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