Alisa Wolking

By Alisa Wolking | 3/25/2016

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.The Chairman of the House Ways & Means Committee, Kevin Brady (R-TX, 8th) intends to lay the groundwork for tax reform this year, so that... READ MORE

Congress Once Again Takes up Legislative Challenge to Fiduciary Rule

By Alisa Wolking | 2/3/2016

As the Department of Labor moves forward with its new fiduciary standard, lawmakers in the U.S. House of Representatives are working on legislation to address concerns that the final DOL proposal will harm access to retirement savings advice.The House Committee on Education and the Workforce... READ MORE

House Hearing Ponders Alternatives to DOL’s Fiduciary Proposal

By Alisa Wolking | 10/6/2015

As the Department of Labor finalizes new fiduciary regulations, members of Congress on both sides of the aisle are considering new legislation to address their concerns about DOL’s proposal.On September 30, the House Ways and Means Subcommittee on Oversight held a hearing on the regulations’... READ MORE

American Retirement Association Submits Statement on Tax Reform

By Alisa Wolking | 4/20/2015

On April 15, the American Retirement Association joined with other industry stakeholders in releasing a statement to the Senate Finance Committee working group on Savings and Investment. The statement highlights the significance of the employer-sponsored retirement plans and individual savings... READ MORE

Warren Blasts Advisors at Senate Hearing

By Alisa Wolking | 3/16/2015

As the White House promotes the Department of Labor’s reproposal of the fiduciary rule, Sen. Elizabeth Warren (D-Mass.) took the opportunity March 12 to criticize “brokers on Wall Street” and reinforce the administration’s messaging on the controversial proposed regulation. At a Senate Special... READ MORE

Senate Finance Committee Launches Tax Reform Working Groups

By Alisa Wolking | 1/20/2015

The 114th Congress has officially kicked off, and federal tax reform remains high on the agenda for this year. On Jan. 15 the Senate Finance Committee, which has jurisdiction over tax policy, announced that Chairman Orrin Hatch (R-Utah) and Ranking Member Ron Wyden (D-Ore.) are launching five tax... READ MORE

Prater to Speak at NAPA PAC Event at Fly-In Forum

By Alisa Wolking | 8/13/2014

Mark Prater, Minority Chief Tax Counsel and Deputy Staff Director of the Senate Finance Committee, will speak at the annual NAPA PAC Fly-In Forum dinner event next month. The veteran Senate aide has more than two decades of experience working on the Senate Finance Committee.Prater’s expertise on... READ MORE

NAPA PAC Hosts Rep. Aaron Schock

By Alisa Wolking | 7/28/2014

NAPA PAC hosted an event July 24 with Rep. Aaron Schock (R-Ill.) in Washington, D.C. to discuss issues of importance to plan advisors, including tax reform and the upcoming Department of Labor regulations on the definition of fiduciary. NAPA joined with like-minded trade associations to host the... READ MORE

NAPA PAC Hosts Key Senate Democrat

By Alisa Wolking | 6/13/2014

During the last week of May, NAPA PAC hosted a meeting with Sen. Kay Hagan (D-NC), who serves on the Senate Committee on Health, Education, Labor, and Pensions, to discuss the prospects for federal tax reform and the Department of Labor's proposed regulation on the definition of a fiduciary. The... READ MORE

Going it Alone is Going Out of Style

By Alisa Wolking | 4/1/2014

Transitioning Broker Dealers

By Alisa Wolking | 11/1/2013

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Alisa Wolking

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

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