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Retirement savings bill introduced in House

March 16, 2018

The House counterpart to a Senate package of retirement savings initiatives was introduced late Wednesday by Rep. Ron Kind, D-Wis., and Mike Kelly, R-Pa. Among other provisions, the proposed Retirement Enhancement and Savings Act of 2018 would...

Senate votes to roll back parts of Dodd-Frank

March 15, 2018

The U.S. Senate passed legislation that would ease constraints on regional and community banks while mostly snubbing Wall Street, giving the finance industry its best chance in years of rolling back rules adopted in the wake of the 2008 crisis....

Senate rollback of Dodd-Frank faces challenge in House

March 15, 2018

Not so fast. That was the message from House Republicans a day after the Senate passed sweeping legislation that many bankers consider their best chance in years of easing post-crisis financial rules. House Financial Services Chairman Jeb Hensarling,...

Don't know if you qualify for 20% pass-through deduction? You're not alone

March 12, 2018

Congressional Republicans created a juicy new tax break for business owners when they rewrote the U.S. tax code late last year. Three months later, hundreds of thousands of U.S. employers still don't know if they qualify. The Internal Revenue...

Senate bill aims to boost 401(k) annuities, small-employer retirement plans

March 8, 2018

New bipartisan legislation in the Senate aims to increase the use of annuities in 401(k) plans, and boost retirement-plan adoption by small employers through a particular type of defined-contribution plan known as an open multiple employer plan....

Tax law: How to get the pass-through deduction by reducing taxable income

March 7, 2018

The pass-through provision in the new federal tax law has some financial advisers salivating over a potentially substantial tax break. However, the 20% deduction on pass-through business income doesn't apply to all taxpayers equally. Because...

Sen. Warren introduces bill targeting unpaid Finra arbitration awards

March 6, 2018

[Correction: Finra chief executive Robert W. Cook testified before a House Financial Services subcommittee in September 2017, not before the Senate Banking Committee meeting of last year referenced in this story. He was not present at that meeting.]...

Wall Street doesn't get much relief in Dodd-Frank reboot

March 5, 2018

The U.S. Senate is expected to approve a sweeping revamp of financial rules this week. Of all the surprises that entails — about a dozen Democrats signing on, Republicans leaving a lot of the much-maligned Dodd-Frank legislation intact —...

Warren, Daines bill would help establish a database for orphaned 401(k) accounts

March 2, 2018

Two senators are trying to help workers locate retirement savings they may have forgotten when they switched jobs. On Thursday, Sens. Elizabeth Warren, D-Mass., and Steve Daines, R-Mont., introduced the Retirement Savings Lost and Found Act,...

FSI aims for workable best-interest standard this year

February 27, 2018

It would be a great understatement to say 2017 was a year of momentous change for our industry. Reverberations of the Department of Labor fiduciary rule were felt far and wide, while the new political climate created new opportunities to advance...

IRI seeks Republican support for bill to expand auto-401(k) plans

February 22, 2018

Congressional efforts to expand workplace saving programs have been missing a key element for a Republican-majority Capitol Hill — backing from the GOP. The Insured Retirement Institute, a trade association representing the annuity industry,...

Maryland jumps into fiduciary fray with legislation requiring brokers to act in best interests of clients

February 21, 2018

Brokers in Maryland would have to act in the best interests of their clients under a Senate bill making its way through the state legislature. Maryland investment advisers currently must meet such a fiduciary requirement. The provision that...

Donald Trump's tax law could worsen pain of divorce according to new survey

February 15, 2018

President Donald Trump's tax law could make divorce an even more miserable experience, according to a new survey of the nation's top matrimonial attorneys. Almost two thirds of respondents said they expect divorce negotiations to become more...

New tax law could increase pension risk transfers

February 14, 2018

Pension risk transfers are poised to pick up this year as employers race to meet a tangential deadline imposed by the new tax law. A pension risk transfer allows employers to offload the risk associated with their defined-benefit plans to an...

Tax bill's implications for retirement planning

February 8, 2018

The Tax Cuts and Jobs Act, passed into law in late 2017 and mainly taking effect in 2018, will be transformative for many Americans and businesses. For the most part, tax laws relating to retirement plans and retirement planning were left alone,...

Why the new tax law amounts to a 'stealth' tax increase

February 7, 2018

The new tax law changes how the federal government adjusts certain measures in the tax code for inflation, which could cost advisers' clients substantially over the long term. The change also could signal how lawmakers will elect to treat certain...

Senate bill gives BDCs hope for increased leverage

February 2, 2018

Bipartisan support for the first Senate legislation to reform business development company rules is giving backers of the alternative investment hope for big changes ahead. In January, Sens. Dean Heller, R-Nev., and Joe Manchin, D-W.Va., introduced...

Edelman launches initiative to get D.C. to focus on retirement security

February 1, 2018

A prominent investment adviser and a Washington think tank are joining forces to try to get Congress to address policies that help people save for retirement and live comfortably in retirement. Ric Edelman, founder and executive chairman of...

As tax season gets underway, clients are looking ahead to how tax bill will affect 2018 returns

January 29, 2018

The federal tax overhaul put in place by Republicans has produced an unusual show of bipartisanship now that tax season is here: We are a nation united in befuddlement. It should come as no surprise then that tax preparers and financial advisers...

As Trump prepares for State of the Union, 50% of advisers approve of his job performance

January 29, 2018

President Donald J. Trump has more support among financial advisers than the overall public after a year in office. An InvestmentNews online survey of 745 readers conducted on Monday shows that 50.2% of financial advisers approve of the job...

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