Subscribe

ewilliams

Displaying 407 results

Topic
  • August 7, 2007

Labor Department mulls 401(k) fees

The Department of Labor is considering how to deliver information on administrative and investment fees to 401(k) plan participants better.

Topic
  • August 7, 2007

Supreme Court to consider muni bond case

The U.S. Supreme Court recently said that it would hear a case this fall that could affect Section 529 college savings plans.

Topic
  • August 7, 2007

Suit takes on state tax breaks for 529 plans

A class action recently was filed in Illinois that challenges the legality of giving tax breaks to residents who invest in Illinois’ 529 college savings program but not other states’ plans.

Topic
  • August 7, 2007

SEC holds round table on 12b-1 fees

Securities regulators recently hosted a daylong round table to discuss mutual funds’ use of 12b-1 fees.

Topic
  • August 7, 2007

National insurance charter back on table

A House bill introduced last month joins a Senate measure that would create an optional federal charter for the insurance industry.

Topic
  • August 7, 2007

Push under way for retirement plan disclosure

Better disclosure about the specifics of 401(k) fees and investments would be required under a bill unveiled last month.

Topic
  • August 7, 2007

Bills battle mandatory arbitration

Legislation was introduced last month that would ban mandatory arbitration agreements.

Topic
  • August 7, 2007

New bill extends tax cuts

A bipartisan bill was introduced last month that would make permanent the provisions in a 2003 law that reduced capital gains and estate taxes.

Topic
  • August 7, 2007

AMT remains center stage on Capitol Hill

The push to minimize the impact of the alternative minimum tax continues to grow.

Topic
  • August 7, 2007

Private-equity firms under fire

Certain publicly traded partnerships would be treated as corporations for federal tax purposes under legislation on Capitol Hill.