Peg Creonte Discusses Tax Reform’s Implications on 529 Accounts

By Kaitlin Mulhere, Money January 10, 2018

SVP Peg Creonte spoke with​ Money magazine to discuss the implications of tax reform on 529 plans. The federal tax code will now allow savers to use their 529 account savings​ to pay for tuition ​at K-12 schools. However, several states still need to ​update their own tax codes before​ account holders ​​can take advantage of this​​​​ new rewrite. Creonte expects that most […]

Retirement Spotlight: How Tax Reform Changed IRA Recharacterizations

By ERISA News January 9, 2018

The recent tax reform bill made a few changes to IRAs and retirement plans. You may have heard rumblings about one of them involving IRA recharacterizations. The change, which took effect January 1, 2018, reduces the scenarios in which IRA owners may choose to recharacterize a contribution. To help you understand and prepare for this […]

IRS Makes Major Change in Retirement Plan VCP Fees and Other Fees

By ERISA News January 4, 2018

The IRS has issued Internal Revenue Bulletin (IRB) 2018-1, which is this year’s annual update describing procedures and user fees for obtaining agency guidance, including opinion and determination letters, private letter rulings, etc. It also updates fees for submissions under IRS correction programs. One significant change for 2018 involves submissions for retirement plan failure corrections […]

ERISA Experts Summarize Retirement Plan Simplification and Enhancement Act of 2017

By John Manganaro, PLANSPONSOR January 3, 2018

PLANSPONSOR reported on a recent Washington Pulse article summarizing the Retirement Plan Simplification and Enhancement Act of 2017. The proposed legislation includes provisions aimed at expanding retirement plan coverage and increasing savings levels, preserving lifetime retirement income, simplifying and clarifying qualified retirement plan rules, and implementing a more limited set of defined benefit plan reforms.

David Musto Predicts High Stakes for Employee Benefits Industry in 2018

By John Manganaro, PLANADVISER January 3, 2018

In a recent PLANADVISER article, President David Musto reflected on 2017 and noted that the year brought challenging and unresolved debates in healthcare administration and uncertainty around retirement-focused fiduciary regulation changes. However, Musto is optimistic for 2018, specifically regarding the Automatic Retirement Plan Act. “The evidence is so clear that requiring employers to step up and […]

Ascensus Bolsters Defined Benefit Plan Expertise with Acquisition of Dedicated Defined Benefit Services

By Ascensus January 2, 2018

New and Existing Clients Stand to Benefit from Firm’s Expanding Stable of Resources Dresher, PA – Ascensus, a technology-enabled service provider that helps more than 7 million Americans save for the future, has acquired Dedicated Defined Benefit Services (“Dedicated DB”). The defined benefit plan design, administration, and consulting firm will immediately become part of Ascensus’ TPA Solutions […]

House Votes on CA Disaster Bill, With Revised 2017 Hurricane Relief

By ERISA News January 2, 2018

The House of Representatives has passed H.R. 4667, which is legislation designed primarily to amend the Robert T. Stafford Disaster Relief and Emergency Assistance Act and appropriate funds. It also contains disaster-related relief that primarily applies to 2017 presidentially declared wildfire-related disasters in California, but that also amends the Disaster Tax Relief and Airport and […]

Washington Pulse: Rep. Neal Proposes Enhancements to Auto Enrollment, RMD, Lifetime Income, and Other Retirement Plan Rules

By ERISA News December 28, 2017

Representative (Rep.) Richard Neal (D-MA), Ranking Democrat on the influential House Ways and Means Committee, has introduced the Retirement Plan Simplification and Enhancement Act  of 2017 (RPSEA). The legislation would significantly modify current rules for individual retirement arrangements (IRAs) and employer-sponsored retirement plans. The bill aims to expand retirement plan coverage, preserve retirement income, and […]

PBGC Announces Regulatory Priorities

By ERISA News December 28, 2017

The Pension Benefit Guaranty Corporation (PBGC) has released their Statement of Regulatory and Deregulatory Priorities. The statement provides background on the PBGC’s mandate under Title IV of ERISA, programs available for single-employer and multiemployer plans, as well as the mission of the Corporation, which is to “encourage the continuation and maintenance of defined benefit plans…to […]

David Musto Discusses Proposals Not Included in Final Tax Bill

By Kevin Wack December 27, 2017

In a recent American Banker article​, President David Musto comments on the proposed provisions that could have affected American savers but did not make their way into the final tax bill. For example, the bill retains the current limits for pretax contributions to retirement accounts​ and the existing tax deduction for student loan interest, which would have been […]

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