Compliance | November 12th, 2024 Lisa Gomez Expects Fiduciary and ESG Rules to Face Reversals in 2nd Trump Administration EBSA head says she is likely on a ‘farewell tour,’ speaking Tuesday at the PLANADVISER 360 conference.
Deals and People | May 20th, 2022 EBSA Nominee Headed for Confirmation Vote A Senate vote is scheduled for next week on the appointment of Lisa Gomez as head of the Employee Benefits...
Opinions | January 20th, 2021 Democrats Take Control of the Senate: What Does That Mean for Your Retirement Plan? Syed Nishat, with Wall Street Alliance Group, discusses potential effects on retirement plans if President Joe Biden is able to...
Opinions | October 21st, 2020 Retirement Policy and Washington Politics Don’t Always Mix Former PBGC Director Charles E.F. Millard discusses the benefits of automatic IRAs and the downfalls of eliminating tax incentives for...
Opinions | September 8th, 2020 Barry’s Pickings: For Retirement Policy, This Is Not the Most Important Election of our Lifetimes Michael Barry, president of O3 Plan Advisory Services LLC, expresses his belief that no substantive retirement policy change will come...
Data and Research | September 25th, 2019 Retirement System Problems Contribute to Financial Inequality Researchers contend that financial asset inequality is exacerbated by regressive tax incentives for retirement savings and unequal access to employer-provided...
Opinions | November 1st, 2018 Barry’s Pickings: November 7—Five Good Questions Michael Barry, president of October Three (O3) Plan Advisory Services LLC, points out that, while the candidates for the midterm...
Data and Research | June 11th, 2018 Measurement of Retirement Success Varies Based on Different Assumptions An analysis by the Employee Benefit Research Institute finds 57.4% of U.S. households are on track to be able to...