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Recent Articles From John Iekel

John Iekel

John Iekel

John Iekel

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.

By John Iekel1/12/2017 • 0 Comments

Awareness of fiduciary status and the DOL fiduciary rule is more widespread among 403(b) plan sponsors than preparations for its effective date, according to a recent study by the Plan Sponsor Council of America (PSCA).

By John Iekel1/9/2017 • 0 Comments

In the second of a two-part series, several experts tell us that MEPs, state plans and financial education are areas in 2017 in which the exuberance of the start of a new year will be especially pronounced.

By John Iekel12/19/2016 • 0 Comments

In the first of a two-part series in which experts share their expectations for the coming year regarding retirement plans, they discuss the DOL's fiduciary rule.

By John Iekel12/13/2016 • 0 Comments

“Washington didn’t see this coming,” NTSA Executive Director Chris DeGrassi said about the results of the 2016 elections in a Dec. 12 webcast.

By John Iekel12/7/2016 • 0 Comments

A new study discusses inconsistencies entailed in providing services to governmental retirement plans as well as the antidote to that and to lackluster participation and deferral rates.

By John Iekel11/2/2016 • 0 Comments

The IRS, Department of Labor and Pension Benefit Guaranty Corporation released the advance copies of the 2016 Form 5500 and Form 5500-SF on Nov. 1.

By John Iekel10/27/2016 • 0 Comments

The IRS on Oct. 27 in Notice 2016-62 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017.

By John Iekel10/26/2016 • 0 Comments

Much-anticipated guidance on the DOL fiduciary rule will be coming soon, according to Phyllis Borzi, head of the DOL’s Employee Benefits Security Administration (EBSA). She made the remarks Oct. 25 during the Government Update session at the ASPPA Annual Conference.

By John Iekel8/30/2016 • 0 Comments

A network in Arizona has found a way to increase financial literacy, employee participation in retirement plans and employer action to boost options available to employees all at once.

By John Iekel7/12/2016 • 0 Comments

In private letter ruling (PLR) 201628006, released on July 8, the IRS says that the required minimum distribution (RMD) rules apply to a designated IRA beneficiary even though a state court modified the beneficiary designations.

By John Iekel7/7/2016 • 0 Comments

In a recent study, the Society of Human Resource Management (SHRM) reports that some aspects of employer-provided retirement benefits have grown in the last one to four years, while others have declined slightly and many have held steady.

By John Iekel6/27/2016 • 0 Comments

A June 20 session of the SPARK National Conference held in Washington, DC. featured a discussion of data security.

By John Iekel6/27/2016 • 0 Comments

Panel discussions at the June 20-21 SPARK National Conference in Washington, DC offered insights into the effects the DOL fiduciary rule is already having and how the retirement industry can prepare in the less than 10 months remaining before its effective date.

By John Iekel6/21/2016 • 0 Comments

There are plenty of financial pressures on DC plans, providers and sponsors. Not to mention the importance clients place on fees when considering whether to drop an investment manager. In a June 20 session at the 2016 SPARK National Conference held in Washington, D.C., Tom Kmak, CEO of Fiduciary Benchmarks, offered some ideas on how it can be addressed.

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