Browsing Tag
Regulation
216 posts
Why Reining in Retirement Regulators is Rule No. 1
We’ll stipulate the Consumer Financial Protection Bureau could be a force for good in theory, but corralling an…
An Unintended Consequence of Tax Reform on 401k Hardship Withdrawals?
Sometimes when new tax laws, such as the recent Tax Cuts and Jobs Act (TCJA), are enacted, there…
Big Boost to 401k Plans from Tax Cuts
The controversial tax reform legislation recently passed is paying off in the form of a boon for corporate pay…
States React to Fed Fiduciary Filibuster
When the democratic left hypes the rights and responsibilities of individual states, we are Romans crossing the Rubicon.…
Another Company Cites Tax Bill in 401k Match Bump
Update: Credit card staple Visa said Monday it will also increase contributions to employees’ 401k savings plans as a…
Will This Bill Encourage Multiple Employer Plans (MEP)?
A flurry of legislation in the waning days of the year aimed at helping American workers save has…
Major Retirement Plan Player Target of 401k Fraud
Fraudulent retirement plan disbursements were made from Great-West Financial accounts on which the firm was acting as recordkeeper.…
Wells Fargo Whacked with (Another) 401(k) Fiduciary Suit
The perennial political piñata that is Wells Fargo finds itself in the litigation line of fire once again,…
Our Request to Congress: Save Our Savings (and Retirement)!
Like most people, we were interested to see the details of President Trump’s new tax plan. The existing…
Football Fans, 401ks Kick Off ‘New England Wealth & Retirement Conference’
Retirement plan technology, regulation and demographic shifts (most notably from baby boomers to millennials) are three major industry…