September 2017 Archive

Republican Tax Reform proposal – effect on retirement savings policy

September 27, 2017

In this article we review the “framework” for tax reform released September 27, 2017, by Republican Congressional leadership and how it may affect retirement savings policy. Read More

September 2017 fiduciary rule update

September 28, 2017

In this update on the Department of Labor’s fiduciary rule, we discuss in detail DOL’s proposed 18-month extension of the “full applicability date” for exemptions that were part of the fiduciary rule package and briefly review the substance of oral argument in the Fifth Circuit in litigation challenging the rule. Read More

Update on IRS 2018 Mortality Table Guidance

September 26, 2017

In this article, we review where we are in the regulatory process, certain concerns raised by industry groups about IRS’s proposal, and (briefly) the effect of the new tables/rules on plan sponsors. We close with a review of the proposal’s rules for the use of substitute tables under the Bipartisan Budget Act of 2015 (BBA 2015). Read More

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