Current Events

The effect of tax reform on retirement savings - corporate tax

November 20, 2016

This article, the second in our series on tax reform proposals, briefly reviews the issues the corporate tax presents for tax-qualified retirement savings plans and how corporate tax reform proposals may change the current retirement savings tax “deal.” Read More

The effect of tax reform on retirement savings - income and investment taxes

November 16, 2016

It looks like tax reform will be a high legislative priority for President-Elect Trump and the Republican-controlled Congress. In the first of two articles on the effect of tax reform on retirement savings tax incentives, we begin with a discussion of the tax reform process and the challenges it will present. We then discuss current income and investment taxes and the incentives they provide for saving in, e.g., a 401(k) plan. Finally, we discuss the income and investment tax proposals of House Republicans and of President-Elect Trump and how they might change the retirement savings tax deal. Read More

Republicans win it all

November 16, 2016

For the last six years we’ve had a divided government. President elect Trump will be taking office with Republican majorities in both the House and the Senate. That will give him, and Republican Congressional leadership, the ability to move legislation in a way that we haven’t seen since the first two years of President Obama’s Administration. How might any of that affect retirement policy? Read More

DOL releases FAQs on the Best Interest Contract Exemption

October 31, 2016

On October 27, 2016, the Department of Labor released answers to 34 “Frequently Asked Questions,” providing additional guidance on application of the Best Interest Contract Exemption (BIC) and certain other exemptions released in connection with its new Conflict of Interest rule. According to DOL, the new FAQs are part of a series that it expects to issue. This first batch of FAQs, on the BIC, is primarily of interest to providers – for instance, it describes in detail rules for the payment of recruitment bonuses by financial institutions. Read More

New York City private sector retirement plan proposal

October 20, 2016

The New York City Comptroller has proposed a program (the “New York City Nest Egg”) that would default every New York City worker into either a qualified plan or an IRA. In what follows, we begin with some background on state private sector employer savings programs and on the issues presented by similar programs for “political subdivisions” of states, e.g., a city or county. Read More

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