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BY Ted Godbout 4/18/2024
Even though the Securities and Exchange Commission has agreed to pause implementation of its recently finalized climate disclosure rule amid the various legal challenges, members of Congress are still moving ahead in an attempt to revoke the rule.
In an April 17 markup session, the House...
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BY John Sullivan 4/18/2024
Relatively few health savings accounts (HSA) are invested, eliminating one of the product’s biggest advantages.
Recent analysis from the Employee Benefit Research Institute (EBRI) finds that only 13% of accountholders invested their HSAs in assets other than cash, suggesting many consumers need...
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BY John Iekel 4/18/2024
The Green Mountain State and the Centennial State are going to partner in establishing VT Saves, the state-run program that will provide retirement plan coverage for private-sector employees in Vermont whose employers do not.
On June 1, 2023, Gov. Phil Scott (R) signed into law a measure creating...
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BY Judy Ward 4/18/2024
Six advisors reveal best practices and secrets to success.
Before becoming an advisor, Matthew Eickman served as legal counsel for plan committees. “So, I had the luxury of being in the room after all the finalist presentations had ended,” Eickman, an attorney who is now national retirement...
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BY Ted Godbout 4/17/2024
An annual study that assesses Americans’ level of financial literacy finds a strong connection between people's retirement fluency and how financially prepared they are for retirement.
For instance, Americans correctly answered an average of only 40% of the retirement-related questions. And among...
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BY Ted Godbout 4/17/2024
A national survey of women ages 25 and older, commissioned by the National Council on Aging (NCOA) and Women's Institute for a Secure Retirement (WISER), finds that for the second year in a row American women report substantial stress.
Compared to 2023, fewer women consider themselves financially...
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BY John Sullivan 4/17/2024
Momentum is increasing in Congress to repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).
In March, Reps. Garret Graves (R-La.) and Abigail Spanberger (D-Va.) called on the House Ways and Means Committee to hold a markup on their bipartisan bill, H.R. 82, the ...
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BY John Iekel 4/17/2024
The IRS on April 16 issued guidance on certain specified required minimum distributions (RMDs) for 2024. It adds that the final regulations it plans to issue related to RMDs will apply for purposes of determining RMDs for calendar years beginning on or after Jan. 1, 2025.
The guidance is...
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BY Jenny Kiffmeyer, JD 4/17/2024
ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock...
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BY Ted Godbout 4/16/2024
Vanguard and Ascensus have announced a major deal that could potentially shake up the small-business retirement plan market.
According to the April 16 announcement, Ascensus has entered into a definitive agreement to acquire Vanguard's Individual 401(k), Multiple Participant SEP (Multi-SEP), and...
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