The 2nd quarter update to the 2017-2018 Treasury Priority Guidance Plan includes projects stemming from the Tax Cuts and Jobs Act’s compensation-related changes. The updated plan also includes several retirement policy projects that Treasury says it hopes to complete by June 30, 2018.Overall, the... READ MORE

The two-year budget agreement that Congress passed in the early morning hours of Friday, Feb. 9 includes several tax policy changes affecting retirement plans.In general, the amended version of the Bipartisan Budget Act of 2018 (H.R. 1892) increases discretionary budget caps for both defense and... READ MORE

With today's greater scrutiny of both retirement plan fees and the decision-making processes of plan sponsors, many have decided to include a collective investment trust (CIT) as an investment option in their 401(k) plans.For example, data from the Investment Company Institute shows that assets... READ MORE

Of course it depends on what factors you consider, but when considering the tax advantages, an argument can be made that HSAs are a better investment vehicle, particularly when used only for qualified medical expenses, a new report claims.“HSA Investing: 3 Reasons Investing in an HSA is Not the... READ MORE

New survey results from TD Ameritrade suggest that three-quarters of Americans are in the dark when it comes to 401(k) fees.The survey of more than 1,000 investors finds that the vast majority of people either erroneously believe they do not pay any 401(k) fees (37%), are unaware whether their plan... READ MORE

Total monetary recoveries by the Employee Benefits Security Administration’s enforcement and oversight activity in fiscal year 2017 were up from the previous year, according to an annual fact sheet released by the agency.The federal government’s fiscal year is Oct. 1-Sept. 30.In FY 2017, EBSA... READ MORE

The Securities and Exchange Commission’s Office of Minority and Women Inclusion (OMWI) has invited regulated entities to participate in its Diversity Assessment Report for Entities Regulated by the SEC.The report was created to complement the joint standards issued in June 2015 by the SEC and five... READ MORE

Have Millennials been fooling us all along? New survey results show that one in six Millennials has $100,000 or more in savings, but there appears to be a healthy dose of skepticism circulating over the finding.Stereotypes typically depict Millennials as having irresponsible savings habits, but... READ MORE

In an attempt to lower health care costs, companies have initiated wellness programs, but there does not appear to be a universally accepted, empirical method to measure overall effectiveness and return on investment. HealthyCapital – a new joint venture of Mercy and HealthView Services – seeks to... READ MORE