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Across the financial services industry, women are commanding a greater role in key decisionmaking. Where do today’s recordkeepers stand in that context? What are today's trends, and where is the industry headed tomorrow?
Two women of influence explored those questions at an Oct. 22 workshop session...
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At the Oct. 22 DB regulatory update session at ASPPA’s 2018 Annual Conference, Tom Finnegan, EVP at CBIZ Savitz, explained the workings of the new Code Section 199A affecting qualified business income.
Created by the Tax Cuts and Jobs Act of 2017, the Section 199A generally provides a deduction of...
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DB plans, DC plans, IRAs — these are the bread and butter of saving for retirement. But there's another kind of account which is coming into greater prominence as a way to accomplish that — health savings accounts. At an Oct. 22 session of the ASPPA annual conference, Greg Fowler, VP of Partner...
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The Department of Labor has released proposed rules that would expand access to multiple employer retirement plans for small employers and self-employed workers, while also maintaining fiduciary oversight.
Modeled after the Association Health Plans (AHPs) concept, the proposed rules issued Oct. 22...
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Regulatory and legislative changes in the coming months will be spurred by President Trump’s Aug. 31 executive order and several retirement reform bills in Congress, in the view of the American Retirement Association’s Government Affairs staff.
In the regulatory realm, in fact, the action will...
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The American Society of Pension Professionals & Actuaries welcomed James R. Nolan, QPA, as the 2019 President of the organization during the Oct. 21 Business Meeting that kicked off the 2018 ASPPA Annual Conference in National Harbor, MD.
Nolan will succeed current ASPPA President Adam Pozek in...
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The American Society of Pension Professionals & Actuaries honored Mark Iwry with the prestigious Harry T. Eidson Founders Award during the Oct. 21 opening session of the 2018 ASPPA Annual Conference in National Harbor, Md.
Iwry is currently a Nonresident Senior Fellow at the Brookings...
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The American Retirement Association filed a comment letter Oct. 19 with the New Jersey Bureau of Securities concerning the fiduciary conduct standards the state government is considering. Gov. Phil Murphy (D) announced plans in September to issue a rule strengthening the standard for investment...
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The 2018 ASPPA Annual Conference kicks off Sunday, Oct. 21 at the Gaylord National Resort at the National Harbor, located in Oxon Hill, Md., just outside our nation’s capital. We'll be there from the start until the conference ends on Wednesday, Oct. 24, reporting on the general sessions, workshops...
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The federal government’s updated unified regulatory agenda has shed light on the status of the Securities and Exchange Commission’s and Department of Labor’s efforts on investment advice and the now-vacated fiduciary rule.
The SEC’s updated regulatory agenda confirms that the agency has set a...
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