Advocacy
American Retirement Association Chief Government Affairs Officer Will Hansen and past ASPPA President Stephen Dobrow offered testimony concerning benefit plan audits and how they may be improved at the June 25 meeting of the Department of Labor’s Advisory Council on Employee Welfare and Pension...
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The American Retirement Association, as well as a broad coalition of groups and associations, on June 18 sent a letter to the Senate expressing their support for the Setting Every Community Up for Retirement (SECURE) Act.
The House passed the measure on May 23 by an overwheming margin of 417-3....
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UPDATED MAY 24 AT 9:30 A.M. ET
One of the most consequential pieces of retirement security legislation in more than a decade has been approved overwhelmingly by the U.S. House of Representatives.
In a May 23 House floor debate that featured much praise and few objections, the Setting Every...
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Testifying at a March 27 Capitol Hill hearing on behalf of the American Retirement Association, ASPPA member Martella A. Turner-Joseph encouraged members of Congress to enact comprehensive legislation to expand American workers’ access to workplace retirement plans.
Turner-Joseph, an enrolled...
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“Fiduciaries that manage employer-sponsored benefits plans will likely get sued no matter what they do.” Thus begins a request from a number of retirement industry groups – including the American Retirement Association – that the U.S. Supreme Court weigh in on a controversial fiduciary case.
Said...
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The political climate has changed and this necessitates some new approaches, American Retirement Association (ARA) CEO Brian Graff indicated in remarks at a Jan. 28 session at the 2019 30th Anniversary NTSA Summit in Tampa, FL.
Graff attributed the results of the November 2018 elections not only to...
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With retirement issues looming large in the 116th Congress, the American Retirement Association (ARA) has revamped its government affairs leadership team with two key additions, and the National Tax-Deferred Savings Association (NTSA) has a key addition as well.
Will Hansen joins in the new role...
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The mid-terms are over and the Democrats are taking back control of the House for the first time since 2010, while the GOP slightly expanded its hold on the Senate majority. Believe it or not, while the talk outside the Beltway has largely focused on the prospects for even more gridlock, the...
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A lot has been happening in Washington and the state capitals. And the NTSA has been actively involved in representing your interests and those of the clients and participants you serve. Now in the NTSA Summer 2018 Advocacy Update, you will hear about these recent developments.Date: Wednesday, July...
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The American Retirement Association has named Joseph A. Caruso, III, JD, MSPPM as Government Affairs Counsel for the NTSA and its ARA sister organization, the National Association of Plan Advisors (NAPA), effective Feb. 12.In his new role, Caruso will be involved with federal and state lobbying on...
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The location of the 2018 NTSA Summit provided a unique opportunity for members of the NTSA to support K-12 education in a new and impactful way. Hurricane Harvey devastated communities across Texas late last year affecting homes, businesses, and, yes, public institutions of learning.
In an effort...
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Tamara Indianer, 2018 NTSA President, and Brent Neese, NTSA’s Executive Director, offered a look at the organization’s status at the Jan. 23 opening session of the 2018 NTSA Summit in Houston. They also outlined where the NTSA is heading, and called on members to continue to be actively involved....
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House Republican leaders on Nov. 2 released their much-anticipated tax reform plan that left 401(k)s and IRAs alone, but contained a number of proposals to modify various pension and retirement savings provisions.
The first wave of documents released by the House Ways and Means Committee included...
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The American Retirement Association has filed a comment letter raising concerns about the application of a new fiduciary regulation in the state of Nevada.The comment letter includes a legal analysis conducted by the law firm of Trucker Huss that concludes that courts would find that the Nevada...
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The Labor Department has issued a new set of FAQs on the fiduciary regulation that embraces the recommendations made by the ARA/NAPA Government Affairs Committee (GAC) in a recent comment letter. To recap, the 408(b)(2) regulation requires certain service providers to ERISA-governed retirement...
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In a July 18 letter responding to the Labor Department’s request for information (RFI) on its fiduciary regulation, the American Retirement Association (ARA) has requested an extension of the applicability date — and a streamlined levelized fee exemption.Level ‘Better’The ARA had authored — and...
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There’s an old regulation that has new meaning under the new fiduciary regulation — and it could catch new fiduciaries, as well as broker-dealers — by surprise.That “old” regulation is the 408(b)(2) regulation which, beginning in 2012, required that service providers to ERISA-governed retirement...
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Concerns about retirement and health care loom large for American workers and the U.S. Senate is reportedly close to its version of a health care reform bill. We need your help ASAP to tell Congress to make it easier for workers to manage their health and retirement savings.What’s the Issue?The tax...
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Among other changes, the American Retirement Association has requested that the Labor Department change the Best Interest Contract (BIC) Exemption to eliminate reliance on the plaintiffs’ bar as an enforcement mechanism. Perhaps the most controversial aspect of the current fiduciary regulation is...
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The American Retirement Association has joined as a founding member of the Save Our Savings (SOS) Coalition, an alliance dedicated to protecting Americans’ retirement savings. The SOS Coalition will work to ensure Americans continue to have access to the private sector retirement system and to...
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