403(b) Curriculum Library

Showing entries with the topic “Legislative/Regulatory”.

Show all >


Nov 2017

Tax Reform and Retirement: What Plan Sponsors Need to Know

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


Oct 2017

Compliance Alert: IRS Announces New Retirement Plan Limits for 2018

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


Sep 2017

A Closer Look: What's Cooking in Congress for Retirement Plans?

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


Jul 2017

2017 Mid-Year Outlook

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


May 2017

Compliance Alert: Breaking - The DOL Will NOT Delay Fiduciary Rule

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


May 2017

Lawsuit Rulings Provide Hope for Plan Sponsors

The retirement plan industry has seen many lawsuits in the past several years.  Plan sponsors have been repeatedly accused of not fulfilling their fiduciary responsibility to their plans and participants.  The first lawsuits were filed against large corporate 401(k) plans.  However, i…

Read more