Tag: Legislation

Topping the list is the tax-favored status of employer-provided retirement savings for workers.

California Senate Bill 1234, known as the Secure Choice Retirement Savings Act, is now law. 

The Retirement Enhancements and Savings Act of 2016 includes many other provisions that address plan sponsors' needs and questions.

Experts range in their confidence about Congress’ desire and ability to enact meaningful retirement-focused legislation, either before or after the upcoming presidential election. 

What the outcome of the election could mean for the employee benefits industry.

“Tax incentives for retirement savings are designed to help people build a nest egg,” says one high-ranking member of the Senate Finance Committee, “not a golden egg.”

Defined contribution plan participant experience expert expresses real confidence in the industry’s ability to “solve the portability problem.”

SEI held a webinar looking at how DC plans are changing and what this means for plan sponsors

For a significant number of benefit plan sponsors and participants, the successful effort to strike down the Defense of Marriage Act is still having an impact.

Food for thought: If a person who is 15 years old were to start saving $50 a week and stay the course through age 65, they would very...

A timely survey from Personal Capital suggests people who are registered with the Republican party are a little more likely to maintain a retirement savings account than Democrats—but...

The California Secure Choice Retirement Savings Program has received a lot of positive press for bringing much-needed attention to a difficult policy issue—but others warn the program could...

Advisers and other stakeholders are being asked to weigh in on the FASB’s agenda. 

IRS published a short, informal document explaining how its annual Cumulative List should be applied in the case of a terminating retirement plan. 

This year, Social Security will spend $15.7 billion more than it collects in taxes.

The bill would move PBGC premiums 'off budget.'

The plan would mandate employer contributions and automatically enroll employees into retirement accounts.