Even Congress Doesn’t Like the Tax Plan It’s Ready to Pass
Lawmakers, about to pass a short-term deal on tax extenders, know what they’re doing is bad policy. And they’re doing it anyway.
Lawmakers Air Concerns About DOL Fiduciary Redraft
Lawmakers air concerns about the upcoming DOL fiduciary redraft release, lay out plans to ensure next Congress keeps the current retirement planning tax incentives intact
Upcoming Bills Aim to Make Retirement Planning Easier, More Transparent
Legislation in the works this year may help retirees to better plan for prosperity in their golden years.
New Hire Roundup: Senate Finance Names Getz Tax Counsel
This week in new hires, Kara Getz joined the Senate Finance Committee as tax counsel, and ICI named Michelle Mesack director of financial services policy.
EBRI’s Salisbury on Auto-IRA Plans: Nobody Likes a Mandate
Salisbury sat with AdvisorOne on Thursday at EBRI’s Policy Forum in Washington to discuss some of the top issues facing the employee benefits world.
Time Bombs Lurk in Retirement Overhaul: Lawmakers, Experts
House Ways and Means Committee Chairman Dave Camp warned Tuesday that a retirement overhaul in efforts to reform the tax code could "threaten the retirement security of ordinary families."
No Tax Reform Without Incentives for Retirement Savings, Argue 2 Congressmen
At Washington event, two members of the House Ways and Means Committee pushed a resolution to retain current tax incentives for retirement savings. One of the two, GOP Rep. Jim Gerlach, introduces two retirement bills. Putnam's Reynolds, ASPPA's Graf lend support.
Retirement News and Products
As Congress gears up to start its fall session, Putnam Investments is wasting little time in pressing lawmakers to pass auto-IRA legislation. Two bills that...
Putnam Urges Congress to Pass Auto-IRA Legislation
As Congress gears up to starts its fall session, Putnam Investments is wasting little time in pressing lawmakers to pass auto-IRA legislation.