Senate Passes Bill to Expand 401(k) Roth Access, But…
A legislative amendment could make it easier for participants to do a Roth conversion within a 401(k) plan – but not for as many as you might have...
Tag: Legislation
Senate Bill Would Permit Roth Conversion Within 401(k)s
A bill making its way through the U.S. Senate could make it possible to do a conversion to a Roth IRA within 401(k) plans.
beyond (k)
403(b) aware
New 403(b) rules may offer opportunities for advisers to have a "client touch"
fiduciary fitness
457 Exemptions
IRS issues guidelines for deferred compensation arrangements maintained by tax-exempt entities or state or local governments
AARP: Americans 50+ Support 401(k) Fee Disclosure
A new survey from AARP suggests that—regardless of political persuasion—Americans age 50 and older want 401(k) providers to explain their fees.
dean's list
Projection Screen?
More than the subtleties of the law, the nuances of crafting a cogent legal brief, and the humiliations that often accompany the public exercise of the Socratic method,...
West Virginia Mulls State Retirement Plan for Small Businesses
The West Virginia Senate's Pensions Committee is discussing a plan to have the state set up retirement accounts for employees of small businesses.
IMHO: Projection Screen?
More than the subtleties of the law, the nuances of crafting a cogent legal brief, and the humiliations that often accompany the public exercise of the Socratic method, the...
IMHO: "Hind" Sighted
What might the year past mean for the year ahead - on fee disclosure, target date funds, investment advice?
Senator Says Target-Date Legislation Coming
Regulators might already be taking a harder look at target-date funds, but it now looks as though Congress will get into the mix as well.
House Passes Sweeping Financial Reform
U.S. House lawmakers today approved an extensive financial reform measure—but the provision to give the Financial Industry Regulatory Authority (FINRA) more purview over advisers didn’t go through.
Bill Would Require Disclosure of Participants' Expected Retirement Income
A new bill aims to inform participants of how their account balances translate into actual income in retirement.
Boehner Slams Obama Administration for Advice Move
House Republican Leader John Boehner (R-Ohio) today blasted the decision by the Obama Administration to withdraw the final regulations on investment advice.
House Panel Passes Investor Protection Act
A U.S. House committee on Wednesday approved the Investor Protection Act, which would expand the power of the Securities and Exchange Commission (SEC).
GAO Says Automatic IRA no Silver Bullet
Although recent proposals to boost retirement savings for workers without access to employer-sponsored plans could increase the portion of Americans saving for retirement, the programs are not without...
House Lawmakers Hear Investment Advice Bill Pleas
Witnesses appearing before the U.S. House of Representatives Ways and Means Committee regarding the continuing debate of how retirement plan advice should be delivered to millions of workers...
EBSA Sets Out Carrot, Stick Agenda
When it comes to employee benefit plans, there’s a new sheriff in town.
Bailout Bill Added Computers to Approved 529 Expenses
Among its many provisions, the American Recovery and Reinvestment Act (ARRA) included a rule change for Section 529 tax-free college savings plans and prepaid tuition programs to add...