Consider the Importance: Rising Interest in Estate Planning
Essential estate planning items are generally agnostic to the ebbs and flows of the national economy, while sophisticated, proactive planning can certainly be affected by economic factors. Sean Link looks at developments for both.
March 23, 2023
Confronting the Retirement Savings Gap
There’s good news, and there’s bad news. The good news is that the U.S. retirement system “works beautifully when people are in it and use it.” The bad news: 57 million Americans – nearly half of the population – don’t have access to a retirement plan at work.
November 09, 2022
Experts Discuss Key Adviser Issues; Changes Post-Election
At the IAA Policy and Leadership Forum, a panel of Washington experts discussed regulatory and legislative developments that are important to the advisory community.
October 27, 2022
On March 29, the House of Representatives passed the IAA-supported SECURE Act 2.0.
April 01, 2022
DOL Extends Relief on Compliance with Fiduciary Exemption
Following requests by the IAA and others, the DOL has extended its grace period for compliance with its new Fiduciary Exemption through January 31, 2022 – and says it won’t enforce the specific requirements pertaining to rollovers until June 30, 2022.
October 28, 2021
DOL Adopts Rule Amendments to Address ESG Investing
Following almost unanimous opposition, the DOL has adopted amendments to its ERISA investment duties regulation regarding ESG investments that make significant changes to the rule as originally proposed. Despite these changes,...
November 03, 2020
DOL ERISA Proposals Single Out ESG Investments for Extra Scrutiny
The DOL has proposed amendments to its ERISA investment duties regulation regarding ESG investments. The proposal, according to the related press release, “is designed, in part, to make clear that...
July 01, 2020
IRS Extends RMD Rollover Period to August 31, Provides Additional Guidance
The IRS issued a notice on June 23 regarding the CARES Act waiver of 2020 required minimum distributions (RMDs). Under the notice, anyone who already took an RMD in 2020...
June 25, 2020
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