Compliance | February 8th, 2018 Budget Bill Would Create Committee for Multiemployer Pension Reform The law would have the committee introduce legislation to address the pension crisis by this December.
Products | January 19th, 2018 Wolters Kluwer Releases Guide About Tax Reform Effects A white paper unpacks aspects of the new law that will affect a wide range of retirement, benefits and payroll...
Opinions | January 3rd, 2018 Barry’s Pickings: A Big Win for Retirement Savings Policy Michael Barry, president of the Plan Advisory Services Group, discusses how what was not included in the tax reform bill...
Ask the Experts | December 19th, 2017 Worried About Tax Reform “I have received so many emails etc. on tax reform, including articles that conflict with each other, that I am...
Compliance | December 14th, 2017 Congressmen Introduce SAVE Act The bill would facilitate lifetime income disclosure, clarify the current annuity selection safe harbor and expand access to multiple employer...
Administration | December 13th, 2017 Only 10% of Multiemployer Plans Are in Critical and Declining Status Nearly two-thirds (64%) of multiemployer plans are in the green zone, according to data from Segal Consulting.
Compliance | December 13th, 2017 Legislators Reintroduce RETIRE Act to Congress The bill would allow retirement plan sponsors to automatically default participants into receiving plan documents and statements online.
Products | December 13th, 2017 Segal Group Offers Reporting and Disclosure Calendars One applies to multiemployer benefit plans and the other applies to single-employer benefit plans.
Compliance | November 29th, 2017 House Bill Would Allow Sponsors to Force Larger Auto-IRA Cash Outs The Retirement Plan Modernization Act would raise the automatic IRA rollover limit, based on the rate of inflation, from $5,000...
Compliance | November 7th, 2017 Tax Reform Bill Would Be Unfavorable to NQDC Plans In addition, tax-exempt employers would be subject to additional taxation rules.
Compliance | October 9th, 2017 Congress Adds to Relief for Hurricane Victims The act, signed into law last week, allows tax-penalty-free withdrawals and larger loan amounts from retirement accounts than current statutory...