In the News
SVP Barb Van Zomeren recently contributed a byline to Employee Benefit News in which she discusses how advisors can help women overcome retirement savings hurdles. According to EBRI,…
In the News
In a recent WealthManagement.com article, Rick Irace, along with other industry thought leaders, summarized key trends and developments in the retirement industry this past year. Irace noted…
Industry & Regulatory News
The IRS has issued Notice 2020-3, guidance in which the Service is proposing no change for 2020 in a procedure for determining tax withholding on…
Industry & Regulatory News
The U.S. Senate today voted its approval of the Consolidated Appropriations Act of 2020, as passed by the House of Representatives, with provisions that will…
Industry & Regulatory News
In these final days of the 2019 congressional session, as lawmakers negotiated to avert a shutdown of federal government functions and to authorize spending for…
In the News
A recent CNBC article addresses how ABLE accounts have changed the lives of many people living with disabilities. Before ABLE, federal assistance programs didn’t allow these individuals to…
Industry & Regulatory News
The House Rules Committee has released text of the Consolidated Appropriations Act, 2020, whose provisions are to fund government operations for the coming fiscal year….
Industry & Regulatory News
The IRS has issued Revenue Procedure 2020-09, guidance that extends the deadline for pre-approved retirement plans to amend for final IRS hardship regulations published in…
Industry & Regulatory News
The Securities and Exchange Commission (SEC) has published in today’s Federal Register proposed amendments to rules that prohibit certain investment adviser advertisements and payments to…
Industry & Regulatory News
Today’s Federal Register contains the official publication of a Pension Benefit Guaranty Corporation (PBGC) retirement age table for use by single-employer defined benefit pension plans…