Technical Resources

Senate Majority Leader Mitch McConnell (R-KY) in remarks on the Senate floor on March 6 cited increased retirement benefits as one of the results of enacting the Tax Cuts and Jobs Act of 2017 (TCJA). “Every day, we hear of more ways that tax reform is immediately helping American workers, job... READ MORE

Some words can be opposites of themselves. One of them is oversight. It’s a bad thing if it means something that has been missed due to lack of attention. But it’s a good thing if it’s exercised in a way that ensures its negative connotation does not take place. And its positive meaning is at the... READ MORE

A new study finds that those who use both health savings accounts and 401(k)s save more — not just in total, but also in the 401(k)s alone.The study polled more than a million people at 34 large employers for which Alight Solutions provides recordkeeping services for both health and welfare plans... READ MORE

Among the “myths” surrounding the fiduciary rule is that the rule will not be enforced during the transition period. But that’s not the whole story, Fred Reish notes in a recent blog post. Reish notes that the Department of Labor (DOL) has said that “during the phased implementation period from... READ MORE

While still making the most of what they can in today’s market, institutional investors have been bracing for the impact of renewed market volatility, taking steps to diversify and construct durable portfolios, according to new survey findings.Natixis Investment Managers’ sixth consecutive annual... READ MORE

Employees are in the mood to save more for their retirement, and an increasing number of employers are tapping in to that sentiment, say recent reports.More than half of employees recently told the LIMRA Secure Retirement Institute that saving more is their top financial priority, and a majority of... READ MORE

Now is the time to get up-to-date on developments in Washington and their impact on retirement plans. Learn from someone in the know, Craig Hoffman, ARA’s General Counsel. Late last year, President Trump signed into law the budget reconciliation bill popularly known as the “Tax Cuts and Jobs Act... READ MORE

What is the best way to increase a household’s affordable, sustainable standard of living in retirement? A recently released paper discusses the relative strengths of saving more and working longer to bring that about.The debate over the merits of working longer vs. those of saving more is not new... READ MORE

Speaker of the House Paul Ryan (R-WI) and House Minority Leader Nancy Pelosi (D-CA) have named the four Republicans and four Democrats from the House of Representatives who will serve on the new Joint Select Committee on the Solvency of Multiemployer Pension Plans.The bipartisan, bicameral... READ MORE