In the News
ABLE Market Growth Profiled by The New York Times
In a recent New York Times feature, Rob Percival, senior vice president of relationship management, shares background on how state ABLE programs have been designed to suit…
Industry & Regulatory News
SEC Approves Long-Awaited Investment Advising Regulation and Accompanying Guidance
The Securities and Exchange Commission (SEC) today approved by a 3-1 vote its guidance package for broker-dealers and investment advisers who provide investment advisory services…
Industry & Regulatory News
GAO Warns That Caregivers Face Special Challenges in Retirement Readiness
The U.S. Government Accountability Office (GAO) has released a report that focuses on difficulties many caregivers face in achieving a financially secure retirement. The GAO…
Industry & Regulatory News
Legislation Would Give Pension Recipients Higher Priority in Bankruptcies
The Prioritizing Our Workers Act of 2019, companion bills introduced in the U.S. House of Representatives and the Senate by Rep. Tim Ryan (D-OH) and…
News Releases
Ascensus Acquires United Retirement Plan Consultants
Firm Expands FuturePlan Division to Deliver Unmatched Levels of Service, Innovation, and Expertise to a Broader National Client Base Dresher, PA—Ascensus—whose technology and expertise helps…
Industry & Regulatory News
IRS Withholding Regulations in Today’s Federal Register; to Apply to IRAs and Employer Plans
Published in today’s Federal Register are IRS proposed regulations that would govern tax withholding from certain payments from retirement savings arrangements and commercial annuities, when…
Industry & Regulatory News
IRS Seeks Continued Authority to Collect Information on EPCRS Correction Program
Published in today’s Federal Register is an IRS request for continued authority to collect information with respect to its Employee Plans Compliance Resolution System (EPCRS),…
Industry & Regulatory News
Washington Pulse: House Passes SECURE Act, Retirement Focus Shifts to the Senate
With growing bipartisan momentum that has lent new optimism for eventual enactment, comprehensive retirement legislation has been passed by the House of Representatives and now…
Industry & Regulatory News
IRS Regulations Address Withholding on Retirement Payments Made Outside the U.S.
Scheduled for publication in tomorrow’s Federal Register are proposed IRS regulations on circumstances when income tax withholding must be applied to certain payments from retirement…
Industry & Regulatory News
PBGC Issues Final Regulations on Duties of Terminated and Insolvent Multiemployer Plans
The Pension Benefit Guaranty Corporation (PBGC), which insures benefits of many defined benefit (DB) pension plans, has issued final regulations on certain reporting and disclosure…