Advocacy
While the American Retirement Association is broadly supportive of its stated intentions, the Labor Department’s proposed rule regarding consideration of ESG factors in plan investments and proxy voting should adopt a more neutral stance.
In a Dec. 13 comment letter, the ARA recommends that in...
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While it’s the celebration following a successful harvest held by the Pilgrims and members of the Wampanoag tribe in 1621 that provides most of the imagery around the holiday, Thanksgiving didn’t become a national observance until much later.
Incredibly it wasn’t marked as a national observance...
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The American Retirement Association has suggested numerous improvements to the Employee Plans Compliance Resolution System (EPCRS).
In an Oct. 14, 2021 comment letter responding to an IRS request (in Revenue Procedure 2021-30) for comments on improving the EPCRS program, the ARA thanked the IRS...
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The American Retirement Association in an Oct. 4, 2021 letter to the IRS has recommended that the IRS continue its efforts to promote plan sponsor compliance and reduce the burden of plan sponsorship by modifying the Employee Plans Compliance Resolution System (EPCRS) to permit a sponsor that...
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The American Retirement Association (ARA) has called on the IRS to make its temporary relief from the physical presence requirement for spousal consents permanent.
In a Sept. 30 letter, the ARA and 15 other organizations tell the IRS that they “appreciate the relief and extensions the Service...
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The American Retirement Association has endorsed new bipartisan legislation that would make permanent retirement plan tax relief measures that automatically kick in following a presidentially declared disaster.
Introduced by Sens. Bill Cassidy (R-LA) and Bob Menendez (D-NJ), both of whom sit on...
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In testimony before the Senate Finance Committee on July 28, Brian Graff, CEO of the American Retirement Association, cited projections that enactment of new legislation could create 51 million new individuals saving for retirement and add an additional $6.2 trillion in retirement savings over a 10...
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Brian Graff, CEO of the American Retirement Association, is set to appear next week before Congress to advocate for the retirement policy priorities of the ARA.
The hearing, entitled “Building on Bipartisan Retirement Legislation: How Can Congress Help?,” is scheduled for Wednesday, July 28, at 10...
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We’ve heard concerns from a number of members lately that the IRS is planning to refer more VCP applicants for audit—and we have an update.
More specifically, we’ve heard about situations that suggest that plan sponsors who submit Voluntary Correction Program applications might be referred for...
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There is plenty of activity on Capitol Hill, but it comes amid a climate that creates challenges for the retirement industry, noted American Retirement Association CEO Brian Graff in a June 29 general session of the NTSA Summit.
The environment now is very different, remarked Graff. There is a...
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The American Retirement Association has offered its support for newly introduced legislation that would provide a penalty-free “emergency distribution” option from employer-sponsored retirement accounts and IRAs.
The Enhancing Emergency and Retirement Savings Act of 2021 (S. 1870) was introduced...
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NTSA needs your volunteer time, from one hour to lots! It’s simple. It’s easy. It’s YOU!
Information about volunteering with the NTSA is here: https://www.ntsa-net.org/member/volunteer
The NTSA volunteer form is here: https://usaretirement.wufoo.com/forms/2021-ntsa-volunteer-form/
Richard Ford...
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In the March 25 ARA Fireside Chat, Shannon Edwards and Nicole Corning talked about a new initiative to gain insights from ALL members about the needs of our women members and/or the constituents you represent.
The survey, conducted by the ARA Council for Women should take less than 10 minutes to...
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Following a marathon session that literally went all night, on March 6 the Senate passed an amended version of the $1.9 trillion COVID relief bill that removed the COLA freeze to plan limits, while retaining other pension provisions.
Moving one step closer to enactment, the American Rescue Plan...
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[UPDATED MARCH 5 AT 9:00 A.M. ET]
Following weeks of intensive lobbying, the American Retirement Association has gotten a provision pulled from the COVID relief bill that could have undermined retirement savings.
The nearly $2 trillion American Rescue Plan Act of 2021 (H.R. 1319) passed by the...
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Virginia appears to be poised to become the next state to offer a state-run retirement plan for employees whose employers do not offer one. Legislation that would create one in the Old Dominion is headed for the desk of Gov. Ralph Northam (D), who has indicated that he will sign it into law.
The...
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“We believe strongly that employers should have choice” regarding retirement saving options, said NTSA Executive Director Mark Luckinbill as he opened the NTSA Winter Virtual Conference on Feb. 23. “We are champions of choice.”
The year 2020 was “incredibly challenging,” Luckinbill said. He noted...
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Five years after it was first introduced, the initiative to create a state-based retirement program for the private workforce in the Commonwealth of Virginia has taken a major leap forward—with a key change pushed by the American Retirement Association.
On Feb. 16 the Virginia Senate Finance and...
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The American Retirement Association, along with 30 other organizations, wrote to New York State leaders, criticizing a proposal to tax stock transfers as a misguided attempt to address the state’s budget deficit.
“While some see this as a tax on the securities industry itself, it is actually a...
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The American Retirement Association today announces some key reassignments among its senior management team.
Allison Wielobob, General Counsel of the American Retirement Association, will take on the additional role of Executive Director of the American Society of Enrolled Actuaries (ASEA),...
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