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The White House's Office of Management and Budget (OMB) has completed its review of the Retirement Security Rule, and it is expected to be released by the Department of Labor (DOL) by the end of the month, according to reliable sources.
The OMB concluded its review and removed the rule from its...
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Retirement plan coverage for certain private-sector employees would expand under measures legislators in Rhode Island and Hawaii are considering.
Securing Coverage in the Ocean State
Increasing private-sector retirement plan coverage in a shifting retirement landscape is a major factor behind...
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While it may come as no surprise, a survey early in 2024 finds that nearly all Americans agree that the financial professional who provides one-time recommendations or other one-time advice about retirement investments should be required to act in their client's best interest, writes Ted Godbout in...
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Tech Talk discusses the interim amendment rules under IRS Revenue Procedure 2023-37.
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Well, as they always say, better late than never. I hope you have been able to sleep at night during the last week without the March version of Nate’s Notes being released, but if you have not, never fear, they are here now.
The end of February and all of March were an extremely rewarding time!...
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Add private-sector employees in Alaska and Wisconsin to those covered by state-run plans if their employers do not offer a retirement plan. Maybe. And throw in Georgia.
That is, if the governments of Alaska and Wisconsin enact bills that would create state-run retirement savings plans for private...
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The American Retirement Association (ARA) and sustainable markets advocacy organization Ceres has filed an amicus brief in the 5th U.S. Circuit Court of Appeals. It supported the U.S. Department of Labor’s (DOL) rule “that ensures retirement plan fiduciaries, including 401(k) sponsors, can consider...
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A variety of factors slow some individuals’ retirement saving, if not impede it outright—and one of them is student loan debt. A recent NTSA webinar looked at a step some entities pursue that affects those with loans as well as retirement saving—student loan forgiveness.
In a March 27 NTSA...
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Episode 2
Randy Aranowitz talks with Mark Malcein, CFP®, AIF, a financial advisor at Kades-Margolis Corporation, about effective strategies for growing your practice from a one-person operation into a thriving, client-focused team.
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Washington is the latest state to run a retirement program that will provide coverage for private-sector employees whose employers do not.
On March 27, Pat Sullivan, Executive Director of Legislative Affairs in Inslee’s office, issued an announcement that SB 6069 was among the bills the Gov. Jay...
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...