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It may be grasping at straws, but two U.S. Senators have drawn an unfavorable connection between a planned research initiative by the Department of Labor (DOL) and the agency’s appreciation for the impact of its pending fiduciary rule. “The Labor Department’s request suggests it is blindly moving...
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UPDATE, MARCH 14: The provision described below was subsequently withdrawn. For more on that development, click here. Thus far, the state-run retirement proposals have focused their mandates on employers that don’t offer plans — but that could be getting ready to change. Here’s your chance to do...
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The Florida legislature has passed a bill that would allow county governments in Florida, with voter approval, to impose a pension liability surtax. Among the jurisdiction this measure would empower if it is enacted is Jacksonville, the largest city in Florida and the entire Southeast, which has...
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The Consumer Financial Protection Bureau (CFPB) may have intended to help individuals understand the impact of their timing decision on Social Security, but a couple of Republican senators say it is providing “inaccurate and misleading” information.Last December, Sens. Richard Shelby (R-Ala.),...
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The Consumer Financial Protection Bureau (CFPB) may have intended to help individuals understand the impact of their timing decision on Social Security, but a couple of Republican senators say it is providing “inaccurate and misleading” information.Last December, Sens. Richard Shelby (R-Ala.),...
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The IRS has made available the updated Form 5500-EZ and its instructions for 2015 reporting. The form and instructions replace the version the IRS had made available Feb. 18.New for 2015 ReportingThe IRS made the following changes to the Form 5500-EZ for 2015 reporting.Participant Information....
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A new report asserts that today’s consumers do not want “communication,” they want personal guidance. They want to do things when, where and how they prefer. They want things easy and convenient. And they want the whole experience to be enjoyable. So, how are today’s retirement service providers...
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A new report asserts that today’s consumers do not want “communication,” they want personal guidance. They want to do things when, where and how they prefer. They want things easy and convenient. And they want the whole experience to be enjoyable.So, how are today’s retirement service providers...
READ MORE
A new report asserts that today’s consumers do not want “communication,” they want personal guidance. They want to do things when, where and how they prefer. They want things easy and convenient. And they want the whole experience to be enjoyable.So, how are today’s retirement service providers...
READ MORE
A new report asserts that today’s consumers do not want “communication,” they want personal guidance. They want to do things when, where and how they prefer. They want things easy and convenient. And they want the whole experience to be enjoyable.So, how are today’s retirement service providers...
READ MORE
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...