Rutledge Confirmed Head of DOL’s Employee Benefits Security Administration

By ERISA News December 26, 2017

The Senate confirmed the nomination of Preston Rutledge as Assistant Secretary of Labor to lead the Department of Labor’s Employee Benefits Security Administration (EBSA), a key position in the governance of retirement plans. He will succeed Phyllis Borzi in this position. Rutledge has served on the tax staff of the Senate Finance Committee, as well […]

President Trump Signs Tax Reform Bill Into Law

By ERISA News December 22, 2017

This morning President Trump signed into law H.R. 1, now colloquially known as the Tax Cuts and Jobs Act of 2017. As announced previously, the Act makes changes to the taxation of businesses and individuals, and also contains a limited number of provisions that impact savings arrangements, such as IRAs, employer-sponsored retirement plans, Section 529 […]

David Musto Discusses Retirement Plan Provisions in the Tax Reform Bill

By Paula Aven Gladych, Employee Benefit News December 21, 2017

In a recent article published by Employee Benefit News, President David Musto discusses how the Tax Cuts and Jobs Act will impact the retirement industry. ​The final bill includes a provision about the treatment of outstanding retirement plan loans. Musto explains that “coming up with the funds to repay an offset plan loan within 60 days (as is now […]

PBGC Issues Modified Missing Participant Regulations; Now Applies to DC Retirement Plans

By ERISA News December 21, 2017

The Department of Labor’s Pension Benefit Guaranty Corporation (PBGC) has issued final regulations that modify existing guidance on missing participants and beneficiaries in terminating qualified retirement plans. These revised final regulations broaden guidance that formerly applied to single-employer defined benefit (DB) pension plans. The broadened guidance will now also apply to defined contribution (DC) plans, to […]

PBGC Publishes Retirement Age Table for Certain DB Plans in Distress or Involuntary Termination

By ERISA News December 21, 2017

The Department of Labor’s Pension Benefit Guaranty Corporation (PBGC) has published a final rule in yesterday’s Federal Register that includes a new retirement age table for single-employer defined benefit (DB) pension plans undergoing distress or involuntary termination, and having valuation dates falling in 2018. This guidance states, “This rule amends the Pension Benefit Guaranty Corporation’s […]

Tax Reform: Comparison of House Proposal, Senate Proposal and final H.R. 1 Bill – Highlights Affecting Retirement and Individual Savings Arrangments

By ERISA News December 21, 2017

On December 20, 2017, the House and Senate passed H.R. 1, the final tax reform bill (the Bill). The Bill will soon be signed into law by President Trump, resulting in fulfillment of one of the GOP’s major 2016 campaign promises. The Bill will affect retirement and other tax-advantaged savings arrangements and, in some cases, […]

Washington Pulse: President to Sign Tax Reform; IRAs, Qualified Plans, 529s, and Other Savings Arrangements Impacted

By ERISA News December 21, 2017

On December 20, 2017, the House and Senate passed H.R. 1, the final tax reform bill (the Bill). The Bill will soon be signed into law by President Trump, resulting in fulfillment of one of the GOP’s major 2016 campaign promises. The Bill will affect retirement and other tax-advantaged savings arrangements and, in some cases, […]

David Musto Comments on New Tax Bill’s Implications for Retirement Accounts

By Paul Katzeff, Investor's Business Daily December 20, 2017

In a recent article​ published by Investor’s Business Daily​, President David Musto discusses which provisions of the House and Senate tax bills have made their way into the final version of the bill. ​Regarding strategic implications, ​Congress has declined ​to limit or ​​kill the deductibility of contributions to ​traditional ​401(k) ​accounts or traditional ​​IRAs. ​​”There is no proposal so far for Rothification of retirement accounts,” notes Musto. “So […]

David Musto Discusses the Relationship Between Tax Reform and Personal Savings

By Ascensus December 20, 2017

In a recent podcast​ with MoneyLife, President David Musto spoke with Chuck Jaffe about the Tax Cuts and Jobs Act. He notes that many provisions that would have been detrimental to savers, have been cut from the final tax reform bill. He also discusses how the conversation around tax reform ties back to personal savings strategies, reminding the audience to start taking advantage of […]

Ted Samsel Addresses Recent White Paper on Small Plan Fees

By Emile Hallez, Ignites December 20, 2017

In an article published by Ignites, VP Ted Samsel addresses a recent white paper published by America’s Best 401k that highlights the average asset-based fees for small retirement plans. America’s Best targeted several leading providers, including Ascensus. “Ascensus disputes the fee data presented in the paper,” states the article, as the methodology used to calculate these averages does not delineate between recordkeeping […]

Currently on page 5 of 226

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 226

Media Inquiries

Inside America’s Savings Plans

Trends from our platform reveal the pulse of the retirement, college, and health savings industries.

View Trends

Subscribe to News

* indicates required


Additional Resources