Retirement strategies »

William Byrnes
Dodging a pro-ratea tax debacle on IRA transactions
Article posted by William H. Byrnes, Esq.
For many high-income clients, IRA planning requires thinking outside of the traditional box of generally applicable contribution and distribution rules.

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Investments »

Warren Hersch
Voya launch aims to improve retirement outcomes
Article posted by Warren Hersch
On a mission: New project will pair social science with actionable initiatives with hopes of boosting retirement savings

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Regulatory »

Kristen Beckman
Industry change: Impossible challenge or opportunity for success?
Article posted by Kristen Beckman
There’s no doubt the industry is experiencing some turmoil lately. The U.S. Department of Labor’s fiduciary rule has created confusion and fear among some advisors about what the rule means to their practice and how they will comply.

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Retirement plans »

Nick Thornton
New mortality tables may reduce pension liabilities for some sponsors
Article posted by Nick Thornton
The new mortality tables could ease sponsors’ pension liabilities by 1.5 to 2 percent, depending on the specific financials and demographics of a given plan.

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Economy »

Allison Bell
Employers face ACA Social Security number reporting snarl
Article posted by Allison Bell
NAHU wants the IRS to have mercy on sponsors of fully insured plans

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