House Passes Expanding Access to Capital Act
Act includes amendments including CIT-expansion to 403(b)s and updating electronic disclosures.
Tag: congress
What the 2024 Election Will Mean for Advisers
When it comes to retirement planning, expect increased attention on the fiduciary investment adviser proposal, contribution limits and tax cuts.
SECURE 2.0 Error Threatens Catch-Up Contributions, but Meaning Is Clear
A mistake in SECURE 2.0 legislation would eliminate both future and existing retirement plan catch-up contributions, though IRS interpretation to...
Congress Nears Passage of RILA Registration Legislation
The proposed legislation would greatly simplify the process by which the annuities are registered by providing for tailored registration forms.
A Republican Capture of Either House Could Lead to Headaches for ESG
Republican leadership is bad news for “woke capital” says Washington Policy Strategist at Stifel.