November 2016 Archive

The effect of tax reform on retirement savings - corporate tax

November 21, 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 17, 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

Pension Rescue Rejection Letters May Be Road Map for Other Plans

November 29, 2016

(Reprinted from Bloomberg BNA) Multiemployer pension plans seeking government approval to suspend benefits have a handy tool that could help them get that approval—the government’s rejection letters shooting down every proposed cut so far. It’s been two nearly two years since Congress sought to address the multiemployer plan crisis by passing the Multiemployer Pension Reform Act, and to date, no pension plan has successfully navigated the Treasury Department’s approval process. Download

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

October 2016 Pension Finance Update

November 01, 2016

October was a down month for investors, but pension sponsors were able to tread water, as the impact of higher interest rates on pension liabilities offset asset losses. Both model pension plans we track saw basically flat results on the month. Through October, Plan A is down almost 5% and the more conservative Plan B is down almost 1% on the year: Read More

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