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January 25, 2017

Recommendations Made to Support ERISA Account Consolidations

A report from the 2016 ERISA Advisory Council makes recommendations for facilitating auto-portability, communicating to participants about plan-to-plan transfers, and discussing the transfer of state-run retirement program accounts into ERISA plans.

January 18, 2017

Retirement Clients Concerned Over Federal Tax Policies

A Transamerica survey found that 34% of Americans believe extending the Saver’s Credit to all filers regardless of income should be a priority for incoming President Donald J. Trump and the new Congress.

January 18, 2017

myRA Can Play Role in Lifelong Savings Effort

Uptake of the U.S. Treasury Department’s myRA savings program has been slow, but officials suggest tax time is “the right time to talk about saving with myRA.”