Industry & Regulatory News
Senate Finance Committee Chairman Orrin Hatch (R-UT) and Committee Ranking Member Ron Wyden (D-OR) have introduced the Retirement Enhancement and Savings Act of 2018 (RESA),…
News
The IRS has issued Notice 2018-12, describing a transition period for health insurance plans that may fail to meet a statutory requirement to be HSA-eligible….
Industry & Regulatory News
The IRS issued news release AS-2018-01 announcing tax-related deadline relief for residents of the Territory of American Samoa affected by Tropical Storm Gita. This relief…
Industry & Regulatory News
Senators Elizabeth Warren (D-MA) and Steve Daines (R-MT) have re-introduced the Retirement Savings Lost and Found Act of 2018, previously introduced in similar form in…
Industry & Regulatory News
The IRS has released Revenue Procedure (Rev. Proc.) 2018-18, which includes an adjustment to the health savings account (HSA) maximum contribution amount for 2018. Rev….
Industry & Regulatory News
The Bipartisan Budget Act of 2018, enacted in early February, mandated the formation of a Select Committee to analyze solvency issues faced by many multiemployer…
Thought Leadership
Financial services firms have a target on their back. Given the massive quantity of names, addresses, social security numbers, bank account numbers, credit card numbers,…
Thought Leadership
Establishing a service culture at any organization is one of the most effective ways to boost client satisfaction, keep your employees happy, and create a…
Thought Leadership
Like many Americans, Gavin Smith’s employer is offering only a high deductible health plan (HDHP) next year. Having two active sons and knowing the HDHP…
Thought Leadership
Many Americans need help when faced with a major expense or financial hardship, whether it’s paying for college, healthcare, food, or living expenses, or resolving…