Ted Godbout & Nevin E. Adams, JD

Breaking News: Final SECURE 2.0 Included in Year-End Spending Bill

By Ted Godbout & Nevin E. Adams, JD | 12/20/2022

After months of speculation on whether the House and Senate would attach a final retirement security legislative package with a must-do, year-end spending bill, we now have an answer. While most were nestled all snug in their beds in the waning hours of Dec. 19, House and Senate leaders released... READ MORE

SEC Swing-Pricing Proposal Could Impact 401(k) Savers

By Ted Godbout & Nevin E. Adams, JD | 11/17/2022

A proposal by the Securities and Exchange Commission to alter the way open-end funds operate could have a detrimental impact on retirement savers if implemented. Among other things, under this requirement, an order to purchase or redeem a fund’s shares would be executed at the current day’s price... READ MORE

Multiemployer Plan Bailout Caps Benefit Plan Limits

By Ted Godbout & Nevin E. Adams, JD | 2/9/2021

Legislation before the House Ways & Means Committee plans to help pay for a multiemployer plan bailout by utilizing a budget “gimmick” that would freeze retirement plan contribution limits—though not for collectively bargained plans. More specifically, the Butch Lewis Emergency Pension Plan... READ MORE

DOL Embraces Pecuniary Principles-Based Proxy Voting Standard in Final Rule

By Ted Godbout & Nevin E. Adams, JD | 12/14/2020

Once again, the Department of Labor has taken comments on a controversial proposal to heart, and pulled back on the letter, if not the impetus, in its final rule of plan proxy voting. As had been the case with its recent rulemaking on Environmental Societal & Governance (ESG) investing (more... READ MORE

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Ted Godbout & Nevin E. Adams, JD

NAPA's 401(k) Rollover Specialist (k)RS Credential

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