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Recent Articles From John Iekel

John Iekel

John Iekel

John Iekel

By John Iekel6/14/2017 • 0 Comments

Pennsylvania Gov. Tom Wolf (D) on June 12 signed into law a measure that provides new state employees hired after Jan. 1, 2019, with three retirement benefits from which they can choose.

By John Iekel6/9/2017 • 0 Comments

It’s heeeeere. But for many practitioners, practices and firms that read the tea leaves, the fiduciary rule already has shaped what they do and how they do it.

By John Iekel6/9/2017 • 0 Comments

OregonSaves, the state-run auto-IRA program for private-sector workers, is not quite launched yet, but the pieces are falling into place.

By John Iekel6/6/2017 • 0 Comments

That may seem an odd equation. And yet, a speaker at a recent retirement industry conference argues exactly that.

By John Iekel6/6/2017 • 0 Comments

The Supreme Court ruled unanimously in a decision it handed down June 5 that religiously affiliated non-profits’ plans are exempt from ERISA even if they were not originally established by a church.

By John Iekel5/19/2017 • 0 Comments

The Illinois House Personnel and Pensions Committee on May 16 passed bills that would expand retirement plan coverage and change public pension plan funding and how payments are made.

By John Iekel5/19/2017 • 0 Comments

The number of workers participating in the Social Security system has risen, as has the number of people receiving benefits; however, individual retirement accounts figure very prominently as well.

By John Iekel5/17/2017 • 0 Comments

The Pennsylvania Independent Fiscal Office has concluded that a bill that would change the financing of the state retirement plan for school employees would change its financing but would leave benefit provisions intact.

By John Iekel5/15/2017 • 0 Comments

Defined contribution plan participants who are contemplating a rollover into an IRA are looking primarily for two things: advice and control, according to a recent study.

By John Iekel5/5/2017 • 0 Comments

Oregon Treasurer Tobias Read has expressed determination to continue pursuing OregonSaves regardless of the U.S. Senate’s passage of H.J. Res. 66.

By John Iekel5/3/2017 • 0 Comments

A Social Security Administration issue paper examines the similarities and differences between Social Security benefits and annuities, and the factors determining lifetime retirement income.

By John Iekel5/1/2017 • 0 Comments

There is a disconnect between knowing one should be ready for retirement and actually being so. But recent research on the subject contains good news, too.

By John Iekel4/7/2017 • 0 Comments

“I would encourage caution among policymakers when considering dramatic changes to retirement policy for tax policy purposes,” former Sen. Kent Conrad (D-ND) told a Senate committee on April 5.

By John Iekel4/6/2017 • 0 Comments

An April 5 session of the Enrolled Actuaries meeting in Washington, D.C., cosponsored by the American Academy of Actuaries and the Conference of Consulting Actuaries, concerned the effort to address and foster employees’ financial wellness.

By John Iekel4/4/2017 • 0 Comments

One of the basic rules for fiduciaries is that “there is no place to hide,” said Keith Sartain, a partner at AON Hewitt, at an April 3 session of the Enrolled Actuaries meeting in Washington, D.C.

By John Iekel4/4/2017 • 0 Comments

There is a “dynamic policy-making situation just ahead,” believes Earl Pomeroy, senior counsel at Alston & Bird and a former member of the U.S. House, said at an April 3 session of the Enrolled Actuaries meeting in Washington, D.C.

By John Iekel3/16/2017 • 0 Comments

Not all of the reaction to the DOL fiduciary rule has been negative; some firms have been actively applying the rule before it is fully applicable and they must do so.

By John Iekel2/28/2017 • 0 Comments

Public pension plans across the country face many challenges, to put it mildly — and among them, says a recent report, are the investment return assumptions for those plans.

By John Iekel2/22/2017 • 0 Comments

An unnamed financial services company is suing the Consumer Financial Protection Bureau over the CFPB’s exercise of power and the plaintiff’s contention that it is unchecked.

By John Iekel2/17/2017 • 0 Comments

The DOL fiduciary rule was on track until the November election brought an administration that could delay its application or even withdraw it. But are the rule’s prospects really that dim?

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