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Advocacy

Advocacy stories cover the latest developments in Washington and in state capitals across the country, along with comments and analysis from ASPPA's Government Affairs department.

 

 

 

Advocacy

Advocacy

By Nevin Adams, Ted Godbout11/3/2017 • 0 Comments

House Republican leaders on Nov. 2 released their much-anticipated tax reform plan that left 401(k)s and IRAs alone, but contained a number of proposals to modify various pension and retirement savings provisions. READ MORE

By Nevin Adams8/23/2017 • 0 Comments

The American Retirement Association has filed a comment letter raising concerns about the application of a new fiduciary regulation in the state of Nevada. READ MORE

By Craig Hoffman8/4/2017 • 0 Comments

The DOL has issued new FAQs on the fiduciary regulation that embrace the recommendations made by the ARA/NAPA Government Affairs Committee (GAC) in a recent comment letter. READ MORE

By Nevin Adams7/18/2017 • 0 Comments

In a July 18 letter responding to the DOL's request for information on its fiduciary rule, the American Retirement Association has requested an extension of the applicability date — and a streamlined levelized fee exemption. READ MORE

By Nevin Adams6/22/2017 • 0 Comments

There’s an old regulation that has new meaning under the new fiduciary regulation — and it could catch new fiduciaries, as well as broker-dealers – by surprise. READ MORE

By NTSA Net Staff6/13/2017 • 0 Comments

Concerns about retirement and health care loom large for American workers and the U.S. Senate is reportedly close to its version of a health care reform bill. We need your help ASAP to tell Congress to make it easier for workers to manage their health and retirement savings. READ MORE

By Nevin Adams4/17/2017 • 0 Comments

Among other changes, the American Retirement Association has requested that the Labor Department change the Best Interest Contract (BIC) Exemption to eliminate reliance on the plaintiffs’ bar as an enforcement mechanism. READ MORE

By NTSA Net Staff4/5/2017 • 0 Comments

The American Retirement Association has joined as a founding member of the Save Our Savings (SOS) Coalition, an alliance dedicated to protecting Americans’ retirement savings. READ MORE

By NTSA Net Staff2/23/2017 • 0 Comments

The American Retirement Association on Feb. 21 sent a letter to the Oregon State Treasury containing its comments on the Oregon Retirement Savings Plan (ORSP), also known as OregonSaves. READ MORE

By Brian Graff1/27/2017 • 0 Comments

The New York City Nest Egg Plan is an attempt to close the retirement plan coverage gap for city residents, but instead of focusing on the coverage issue the New York City Comptroller wants the city to get involved in the 401(k) business. READ MORE

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. READ MORE

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. READ MORE

By NTSA Net Staff9/28/2016 • 0 Comments

On Sept. 27, the American Retirement Association Government Affairs Committee filed a comment letter on a proposed regulation that would expand the non-ERISA safe harbor to payroll deduction savings arrangements mandated by the laws of certain political subdivisions within a state. READ MORE

By NTSA Net Staff6/8/2016 • 0 Comments

The American Retirement Association (ARA) on June 7 submitted a comment letter to the IRS on the retirement benefits-related items on its priority guidance plan for 2016-2017. READ MORE

By NTSA Net Staff4/27/2016 • 0 Comments

To better understand the impact of the Labor Department’s fiduciary rule, the NTSA is conducting a study about how financial advisers work with IRA investors, the knowledge and skills needed, and how those are expected to change in the wake of the new rule. READ MORE

By Nevin Adams4/6/2016 • 0 Comments

After months of comments, four days of public hearings, more than 3,000 comment letters, 300,000 petitions, and more than 100 meetings, nearly a year after the Department of Labor (DOL) unveiled its “Conflicts of Interest” proposal, we have a final fiduciary regulation. READ MORE

By NTSA Net Staff4/6/2016 • 0 Comments

In a big win for the advocacy efforts of the American Retirement Association and the National Tax-Deferred Savings Association (NTSA), as well as for plan advisors' ability to help participants with rollover decisions, the DOL’s final fiduciary regulation provides a streamlined exemption for “level-to-level” advisor compensation.

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By Ray Harmon4/4/2016 • 0 Comments

FINRA has agreed to exclude the NTSA’s Model Disclosure Form from various filing requirements under FINRA Rule 2210. This is a big milestone for the NTSA’s effort to ensure public school employees receive the same retirement plan information as their private sector peers. READ MORE

By Alisa Wolking3/25/2016 • 0 Comments

The 2016 election is still months away, but talk of tax reform — and its potential to undermine incentives for retirement savings — is “back” on Capitol Hill. READ MORE

By NTSA Net Staff3/1/2016 • 0 Comments

On Feb. 23, the American Retirement Association filed a comment letter with the IRS suggesting enhancements that can be made to the IRS pre-approved plan program for plans subject to Internal Revenue Code Sections 401(a) or 403(b). READ MORE

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