Compliance | July 27th, 2023 Bipartisan Auto Reenroll Act of 2023 Introduced in Senate The proposed bill clarifies the ability of employers to automatically reenroll workers who had previously opted out of contributing to...
Administration | June 26th, 2023 BlackRock Reorganizes Public Policy Unit Samantha DeZur was promoted to head of U.S. public policy as part of the changes.
Benefits | June 6th, 2023 Nevada, Vermont to Offer State Auto-IRA Programs A bill to create a similar auto-IRA program in Pennsylvania is awaiting a Senate vote.
Compliance | May 17th, 2023 NAGDCA Asks for More Time on Roth Catch-Ups, Again Government plans will struggle to comply with SECURE 2.0 because of their administration requirements.
Compliance | May 5th, 2023 Florida Anti-ESG Bill Signed Into Law by DeSantis The governor hopes the bill will be a blueprint for states seeking to ban sustainable investing.
Compliance | February 24th, 2023 Representative DelBene Proposes Legislating DOL’s ESG Rule The bill, if passed, would amend ERISA and remove the legal basis for challenging the use of ESG factors in...
Compliance | January 25th, 2023 SECURE 2.0 Accidentally Dropped Catch-Ups, But Industry is On the Case Legislators seem to have dropped a section from the final version of SECURE 2.0 that nullifies catch-up contributions in retirement...
Compliance | December 23rd, 2022 Congress Passes SECURE 2.0 The sweeping retirement reform will usher in both short- and long-term efforts to expand retirement savings to more Americans.
Compliance | December 7th, 2022 Bill Would Simplify RILA Registration Process The RILA Act would require customized forms for RILA registration, intended to ease the process of marketing the annuity products.
Compliance | October 31st, 2022 Washington Insiders Offer Timeline Update on SECURE 2.0 Comprehensive retirement reform is expected to pass this year and is intended to increase access to retirement accounts.
Data and Research | October 28th, 2022 Campaign Contribution Data Show Finance Industry Split on Democrats and Republicans Securities, investment and miscellaneous finance tend to support the Democrats, while commercial banks, finance and credit tend to support Republicans.
Compliance | October 26th, 2022 ERIC Calls for SECURE 2.0 To Pass This Year In addition to voicing its support, ERIC also offered recommendations and criticism on various provisions in the legislation.
Compliance | October 19th, 2022 A Look at Proposed Regulatory Changes to Crypto and Retirement Plans The environment for crypto could change as it becomes more accepted in retirement products.
Compliance | October 4th, 2022 ERISA Amendment Could Lead to Increased Investment in Alternative Assets The Retirement Savings Modernization Act would explicitly state that 401(k) plans can include investments in all asset classes, though this...
Compliance | September 30th, 2022 House of Representatives Approves Funding Bill to Avoid Shutdown The bill, which was passed by the Senate yesterday, will provide additional funding for Ukraine and disaster relief in the...
Compliance | July 24th, 2018 BlackRock Lays Out Plans to Boost Retirement Readiness The investment firm calls on the government to pass numerous measures to expand access to retirement plans and boost participation...