Recent Articles From John Iekel

John Iekel

John Iekel

John Iekel

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?

By John Iekel2/6/2017 • 0 Comments

The Department of Labor’s (DOL) fiduciary rule, as well as other regulations and laws that affect and govern retirement plans, were part of the discussion at the U.S. Chamber of Commerce meeting on Feb. 3.

By John Iekel2/1/2017 • 0 Comments

There is now an “even greater opportunity” for tax reform, Senate Finance Committee Chairman Orrin Hatch (R-UT) told the U.S. Chamber of Commerce on Feb. 1, but he offered no specifics on what it may portend for retirement plans.

By John Iekel1/25/2017 • 0 Comments

House Ways & Means Committee Chairman Kevin Brady (R-Texas) says that Congress is “seeking ideas” on how to increase saving, including retirement saving.

By John Iekel1/24/2017 • 0 Comments

Recent changes to the proposed rules for the Oregon Retirement Savings Plan were fueled by comments the state Treasury received that sought more information on what employers’ responsibilities will be under the plan.

By John Iekel1/19/2017 • 0 Comments

The Oregon State Treasury has updated proposed rules for the Oregon Retirement Savings Plan.

By John Iekel1/17/2017 • 0 Comments

The IRS has announced that the last day of the remedial amendment period for 403(b) plans is March 31, 2020. The American Retirement Association had recommended that the IRS provide an initial three-year restatement period for employers adopting pre-approved 403(b) plans.

By John Iekel1/12/2017 • 0 Comments

The victory of Trump and the success of Republicans in holding the House and Senate put the immediate future of the DOL’s fiduciary rule in some doubt; a recent analysis explores its prospects.

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