Browsing Tag
retirement legislation
52 posts
Bipartisan Bill Introduced to Simplify Retirement Savings Distribution Options
“Retirement Simplification and Clarity Act” would provide seniors with a more streamlined process and flexibility to choose savings options right for them
2025 No Time for a Retirement Tax Hike: ICI CEO
Investment Company Institute leader Eric J. Pan warns lawmakers likely to consider tax policy changes next year that will harm retirement investors—which he stresses would be a mistake
Reflecting on ERISA: Industry Celebrates its Past with an Eye Toward its Future
Leaders tout landmark law’s impact and evolution while preparing for what’s next
‘401(k) Industry Owns Congress’ Claims POLITICO Report
While detailing extreme effectiveness of retirement industry lobby, exhaustive report calls it out it for providing tax breaks weighted toward wealthy and blowing out deficit
Oklahoma Congressman Stumps for Bipartisan Social Security Commission
Rep. Tom Cole (R-OK) pushing for creation of commission that would work to avert the program’s impending insolvency
CITs in 403(b)s Bill Headed to Senate
A day after three amendments including 403(b) plan parity and e-Delivery fixes were passed, the Expanding Access to Capital Act clears House
CITs in 403(b)s Clears Another Hurdle
House approves amendment with strong bipartisan support Thursday, with a broader package of three amendments set for a vote Friday
3 Key Fixes in New SECURE 2.0 Technical Corrections Bill
While CITs in 403(b)s remain in limbo, issues with catch-up contributions, Starter Ks and RMDs would be solved—if the bill can find a larger vehicle to attach itself to
ERISA at 50: Retirement Industry Converging to Celebrate in 2024
Nine associations announce Symposium and Gala Sept. 12 in Washington D.C. to commemorate 50 years of the landmark retirement legislation
Bill to Protect Women’s Retirement Security Reintroduced—Again
Legislation would provide spousal protections against taking distributions or loans from a 401(k) without the other spouse’s knowledge or consent