For advisors navigating the complexities of policy impacts on client portfolios, this channel offers critical insights into the evolving landscape of 401(k) retirement plans. This resource provides in-depth analysis of President Donald Trump’s policies, focusing on their potential and realized effects on retirement savings. Stay ahead of regulatory shifts, tax law changes, and economic initiatives that directly influence 401(k) strategies, investment allocations, and long-term financial planning.
Current predictions for 2026 cost of living adjustment now up to 2.6% and 2.7%; larger Medicare Part B premium increase expected eat up most or all of it
One Big Beautiful Bill Act becoming law means insolvency in 2032 rather than 2033; Bill does not eliminate Social Security taxation, but does provide special tax break for seniors that Trump claims amounts to no taxation on benefits; “Trump Accounts” make the cut
Ranking member of Senate Banking Committee sends letter to Empower CEO Edmund Murphy III with series of questions about the company’s plans; Empower says it will respond
Provision including “Invest in America Act” pilot program in One Big Beautiful Bill would stake newborns with $1,000 at birth from Jan. 1, 2025 through Jan. 1, 2029
Report says President considering EO directing federal agencies to explore allowing private equity and other private capital investments in defined contribution plans
