Current Events

Retirement policy agenda 2017

August 10, 2016

With the election nearing, we thought it would be useful to review the retirement benefits legislative agenda: the issues that, beginning in 2017, the new Administration and the new Congress may consider, if they choose to make retirement policy a priority. We begin with a discussion of the current retirement policy framework. We then discuss a critical defined contribution plan policy challenge: getting enough employees into workplace retirement plans. Read More

Update on state plans – 2016

August 02, 2016

States are continuing to develop initiatives to mandate employer-based retirement savings programs – generally a payroll deduction IRA with a default contribution/opt-out. In this article we begin with some background and a more general discussion the state plan issue. We then review initiatives in five states: California, Connecticut, Illinois, Maryland and Oregon. With respect to each state, we briefly discuss the current status of the state plan initiative and its coverage provisions. Read More

A note on the retirement savings tax benefit

July 24, 2016

We have found that, for many (including many experts), the retirement savings tax benefit is not particularly intuitive. In this note we discuss it in detail and with illustrations. Read More

Current outlook – July 2016

July 14, 2016

In this current outlook we discuss the recent decision by the Second Circuit in the Lehman stock drop case, the proposed revisions to Form 5500 and IRS’s closure of the determination letter program for individually designed plans. Read More

House Republican tax and retirement policy proposals

July 06, 2016

The Republicans in the House of Representatives, led by House Speaker Ryan (R-WI), are producing a series of policy proposals on critical issues, including, among others, tax reform and (as a sub-part of proposals on “Poverty, Opportunity, and Upward Mobility”) retirement security. Read More

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