Tag Archives: retirement plans

U.S. tax reform – retirement plan provisions finalized

The tax reform bill is done.  President Trump signed the bill on December 22, meeting his deadline for completion by Christmas. While there is much to be said about the Tax Cuts and Jobs Act (the “Act”), the update on the retirement plan provisions is relatively unexciting.  Recall that when the tax reform process started, … Continue Reading

Senate proposes changes to retirement savings programs

Just as they appeared to survive round one of the House tax reform bill released last week, retirement savings programs, such as 401(k) plans and Individual Retirement Accounts, seem to emerge relatively unscathed from the Senate’s tax reform deliberations.  Nonetheless, the Senate Finance Committee’s proposal does include a few changes to these programs.… Continue Reading

Retirement Issues and the 2014 Congressional Election: The More Things Change, the More They Stay the Same

While the scope of the Republican Party’s victories in the U.S. mid-term elections may have been surprising (at least to some), a leadership shake-up in the congressional committees with jurisdiction over the country’s public and private, employer-based retirement system was a foregone conclusion.  As further described in our 2014-mid-term Congressional elections analysis a number of key Congressional … Continue Reading
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