The Problems With Pensions
Members of Congress and retirement experts are working feverishly to ensure that pension plan funding relief is enacted soon. James Klein, president of the American...
New IRS DB Funding Rules
The Internal Revenue Service (IRS) recently issued regulatory guidance on defined benefit pension plans that provides some needed relief for DB plan sponsors. Citing the...
GOP Group's Alternate Recovery Plan Wins Benefits Group's Support
Bill designed to encourage savings through temporary and permanent tax breaks
The Obama Budget: How Advisors and Their Clients Will Be Affected
Changes proposed in income and capital gains taxes, and in employers' responsibilities to provide retirement plans
PBGC Diversifies Its Investments Policy
The Pension Benefit Guaranty Corporation (PBGC) announced February 18 that it has adopted a new diversified investment policy, which includes investing heavier in equities and...
News and Products
New research by Cerulli Associates has found that the 403(b) market is just as profitable, if not more so, as other defined contribution businesses. Of...
News & Products
The Tax Relief and Health Care Act (H.R. 6111), which passed the House and Senate in early December, is being hailed as a bill that...