Examining Trump and Biden’s Plans on Social Security, 401(k)s and Taxes
The two candidates differ in their approaches to several key areas of importance in the retirement planning industry.
Tag: tax reform
Family Savings Act, Which Boosts Open MEPs, Passes House
Before the House passed the Family Savings Act, leadership added the Senate’s annuity selection safe harbor provision from RESA, potentially...
Many RESA Provisions Included in ‘Tax Reform 2.0’
One of three bills introduced this week as part of “Tax Reform 2.0,” the Family Savings Act includes many of...
(b)lines Ask the Experts – Any Tax Reform Retirement Changes Coming?
“I hear that there is discussion of additional tax reform. Should I be concerned that there will be major retirement...
DB Plans Accelerating Contributions Due to Tax Reform
This enables corporations to expense their contributions at a higher tax rate, according to Cerulli.
Americans Underutilizing Retirement Savings Accounts
Fifty-one percent are not actively contributing to a 401(k) plan, Edward Jones found in a survey.
Future Still Offers Incentives for Accelerating Pension Funding
DB plan sponsors were already accelerating funding to their plans before tax reform gave them a greater incentive to do...
SURVEY SAYS: Uses for Additional Take-Home Pay
We recently covered a survey in which Americans reported an average bump in take home pay of $130.76 as a...
Want Employees to Invest Tax Savings? Act Now
It will only take a few pay cycles for folks to get used to seeing the extra money come in;...
Tax Reform Linked to More Retirement Confidence
Nearly half of respondents to a LendEDU survey said they believe they will be able to retire sooner as a...
Tax Reform Effect on 457(f) Plans
“I work at a private tax-exempt hospital that sponsors a 403(b) plan, a 457(b) plan, and a 457(f) plan.
Tax Reform and Other Actions Affect Benefits
During a webcast sponsored by Mercer, implications of the AARP v. EEOC lawsuit ruling were discussed.
Tax Reform Makes Pension Pre-Funding More Compelling
Mercer offers its list of key priorities for defined benefit (DB) plan sponsors for 2018.
Employers Considering Enhancing Benefits Due to Tax Reform
The most common benefit changes organizations have made or are planning or considering include expanding personal financial planning, increasing 401(k)...
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Wolters Kluwer Releases Guide About Tax Reform Effects
A white paper unpacks aspects of the new law that will affect a wide range of retirement, benefits and payroll...
Avoid Inadvertently Defaulting Participant Plan Loans Post Tax Cuts
Following the GOP tax cuts, plan sponsors may wish to coordinate administration of their loan offset rollover rules with their...
Mercer Offers Focus Tips for E&F Investment Committees
Among tips Mercer suggests is evaluating litigation vulnerability at a time when lawsuits against higher education 403(b) plan sponsors are...
Tax Reform Fuels DB Plan Accelerated Funding
Michael A. Moran, with GSAM, says the firm expects voluntary contribution activity to continue into 2018, as defined benefit plan...
Tax Reform Bill Could Impact ESOP Deductions
Newly leveraged ESOPs that borrow a large amount relative to their earnings could find their deductible expenses decrease.
Worried About Tax Reform
“I have received so many emails etc. on tax reform, including articles that conflict with each other, that I am...