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Policy and Regulatory Commentary
A Potentially Earth-Shattering CFPB Court Ruling
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A monumental decision by the 5th Circuit Court of Appeals could significantly alter the CFPB.
Policy and Regulatory Commentary
Senate Elections and the Lame Duck Session
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While individual senators are elected to six-year terms, the Constitution divides the U.S. Senate into three “classes” with one class — or roughly one-third of the entire chamber — up for reelection every two years.
Retirement
The Rollover Reset
Financial professionals looking to capture rollovers from DC plans need expertise in rollover-related issues like non-Roth after-tax account opportunities, special rules for Net Unrealized Appreciation, in-service plan rollovers, the Warn Act, and more. Are you ready?
Policy and Regulatory Commentary
Do October surprises really impact the election?
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An October surprise can be any piece of news, good or bad, that has the potential to upend the trajectory of a campaign, and history is rife with them...
Retirement
Saving for your future: 401(k)s and beyond
Watch to discover additional ways to save beyond the traditional employer-sponsored plan, and how to maximize your savings strategy depending on your stage of life.
Policy and Regulatory Commentary
Do We Really Need The Debt Limit?
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According to most analysts, the U.S. government could breach its federal debt limit at some point late next summer. Of course, members of Congress can keep that breach from happening by raising or suspending the debt ceiling and allowing the U.S. Department of the Treasury to borrow more money.