Dan Notto, ERISA Strategist, discusses important changes to the retirement plan landscape if the SECURE Act were to be signed into law.
This paper explores how re-enrollment can help solve the widespread problem of inappropriate asset allocation by DC plan participants.
Dan Notto, ERISA Strategist, discusses key provisions of two retirement bills that are getting serious attention in Washington.
Dan Notto, ERISA Strategist, discusses fiduciary standards for state and local government retirement plans and compares them to the relevant statutes outlined in ERISA.
Dan Notto discusses a draft of the Tax Cuts and Jobs Act passed by the Senate Finance Committee on November 16, as it relates to retirement plans.
ERISA Strategist Dan Notto breaks down the Tax Cuts and Jobs Act, discussing how this draft tax reform bill could impact retirement plans.
ERISA Strategist Dan Notto discusses the potential for retirement plan legislation under a new administration.
Dan Notto discusses the idea of open multiple employer plans (MEPs) and their potential to help narrow the retirement coverage gap.
This bulletin provides a summary of key provisions from the Retirement Enhancement and Savings Act (RESA).
Findings from our 2018 Defined Contribution Plan Participant Survey