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.
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
New Jersey becomes last state to adopt the NAIC standard for annuity sales applying to insurance agents and companies (but not to advisors working within ERISA-covered retirement plans)
