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The Oregon Retirement Savings Board (ORSB) reports that the Oregon State Treasury has filed a notice of proposed rulemaking that would create an option by which individuals could participate in OregonSaves. Currently, individuals can only participate in OregonSaves through their employers.
The...
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President Trump’s Executive Order has three specific directives – and some specific timetables for action on those directives.
The Executive Order begins by stating, “It shall be the policy of the Federal Government to expand access to workplace retirement plans for American workers.”
The much-...
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President Trump has given the anticipated boost to multiple employer plans (MEPs), while also offering the prospects for some distribution relief for participants – and even some help on electronic disclosures.
An executive order signed by the President in Charlotte, NC on Friday, Aug. 31 directs...
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Building on last year’s Tax Cuts and Jobs Act (TCJA), House Ways and Means Committee Chairman Kevin Brady (R-TX) has released a preview of Tax Reform 2.0 – and it contains retirement-related provisions.
On Sept. 6, Brady released three one-page previews of the second round of tax cuts initiative...
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Americans continued to save for retirement through their DC plans, with most maintaining their assets allocations even as stock values edged down during the early part of the year.
In the first quarter of 2018, 5.1% of DC plan participants changed the asset allocation of their account balances,...
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Single premium pension buy-outs remained strong in the second quarter of 2018, says a recent report, marking more than four years in which sales exceeded $1 billion in each quarter.The LIMRA Secure Retirement Institute reports that in the second quarter of 2018, pension buy-outs were greater than $...
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Labor Day, the annual national tribute to the contributions workers have made to our country, is observed in the United States on the first Monday in September. ASPPA Connect will not appear on Labor Day; to note the event, following are some facts concerning its establishment. ASPPA Connect will...
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The retirement industry is all abuzz about President Trump’s appearance in Charlotte Aug. 31 – and about what might be the subject of that executive order “strengthening retirement security in America.”
While it’s just speculation at this point, published reports have focused on the prospect of...
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President Donald Trump will sign an executive order on retirement security at a public appearance in Charlotte, NC on Friday, Aug. 31.The White House announced the appearance Aug. 28. Published reports note that at around 2:00 p.m., President Trump is scheduled to go to Central Piedmont Community...
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Finding missing participants serves a plan and employer well for a variety of reasons. But that doesn’t mean it’s an easy process — nor one made as clear by federal guidance as some may wish. A recent column suggests some best practices for performing this function.
In “Make Sure You Take...
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