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Today, the American Tax Cuts and Jobs Act was signed into law by President Trump. While there is little effect on retirement plans, most provisions will be effective in less than 10 days.Read more
With the holiday season upon us and the New Year fast approaching, we explore five trends that will be popular with retirement plan sponsors in 2018.Read more
Tax reform, and its impact on retirement plans, has weighed heavily on the minds of many plan sponsors since the new administration took office. We explore what plan sponsors need to know about tax reform and how the proposed changes could affect retirement plans.Read more
On October 19, 2017, the IRS announced the new 2018 retirement plan limits. The good news is that the applicable cost of living index did increase sufficiently for many standard limits to increase for 2018. The elective deferral limit under 402(g), for example, increased by $500 to $18,500 …Read more
In this edition of A Closer Look, we take a deeper dive into what has been cooking in Congress for retirement plans over the past few months. Earlier, I wrote a Top of Mind blog post on my colleague Jeff Snyder’s interview with Preston Rutledge, Tax and Benefits Counsel at the Senate Finance C…Read more
With retirement plan fees serving as the centerpiece of fiduciary breach lawsuits, it's no wonder that this is the leading topic of interest with retirement plan fiduciaries.Read more
Jeffrey H. Snyder, Vice President and Senior Consultant and Liz Claman, Financial Journalist and TV Host, discuss the mid-year outlook as it pertains to retirement.Read more
Compliance Alert: Supreme Court Rules Against Those Claiming Certain Church Plans Were Not Actually Church Plans
In a fairly uneventful 8-0 decision, the Supreme Court struck down several district and circuit court rulings that had ruled in favor of certain defined benefit plan participants who claimed that plans not directly established by a church, specifically those established by church hospitals, were not…Read more
On May 22, in an Op-Ed Piece for the Wall Street Journal, Labor Secretary, Alexander Acosta, threw in the towel in his effort to delay the application date of the Fiduciary Rule. Barring any additional developments, the Rule will now become applicable, as scheduled, on June 9, though certain pr…Read more