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Jon Vogler

By Jon Vogler | 1/24/2017
The retirement world is watching to see what changes may be in store for the industry under President Donald Trump and the Republican Congress. It is unclear whether retirement policy will be a priority for President Trump, but this article highlights areas that could possibly be targets for change... READ MORE
By Jon Vogler | 1/10/2017
With the presidential election victory of Donald Trump and the success of Republicans in holding majorities in both the House of Representatives and the Senate, questions have arisen about the immediate future of the fiduciary rule finalized by the Department of Labor (DOL) in April 2016. In this... READ MORE
By Jon Vogler | 11/10/2016
The new provision can help people who missed the deadline due to error, illness or other reasons.On Aug. 24, 2016, the Internal Revenue Service (IRS) provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for... READ MORE
By Jon Vogler | 9/13/2016
State plans for private-sector workers are granted ‘safe harbor’ despite retirement industry concerns.On Aug. 25, 2016, the US Department of Labor (DOL) issued final regulations that exempt state-run retirement plans for private-sector employees from the requirements of the Employee Retirement... READ MORE
By Jon Vogler | 6/11/2015
A U.S. Supreme Court decision earlier this month appears to strengthen the independence of the “duty to monitor” investment requirements for an ERISA plan.While the Supreme Court remanded specifics in the Tibble v. Edison fee case back to the 9th U.S. Circuit Court of Appeals for resolution based... READ MORE
By Jon Vogler | 2/24/2015
As expected, President Obama’s fiscal year 2016 federal budget proposal, released on Feb. 2, includes many retirement-related items. Here’s a brief recap of key retirement provisions. Automatic IRAs. Any employer that has been in business for at least two years, employs more than 10 workers and... READ MORE
By Jon Vogler | 11/24/2014
Now that mid-term elections are over, let’s take a quick look at how the results affect some key retirement issues. Tax Reform Iffy Before 2016 Election With total control of Congress in 2015, Republicans will likely introduce tax reform legislation. Some experts contend that there is a very... READ MORE
By Jon Vogler | 11/3/2014
On Oct. 24, the Treasury Department and the IRS issued new guidance designed to expand the use of income annuities in target date funds in 401(k) and other DC plans. Guidance Highlights Under the guidance in IRS Notice 2014-66, a TDF may include annuities allowing payments, beginning either... READ MORE
By Jon Vogler | 10/11/2014
Regulatory highlights on the Department of Labor front: • Trade groups representing both service providers and plan sponsors contend that the proposal issued earlier this year requiring a separate “guide” to accompany employer-level fee disclosures required under Section 408(b)(2) is premature... READ MORE
By Jon Vogler | 8/26/2014
Concluding that Congress won't soon move forward on increasing retirement readiness for private-sector employees, Maryland, Connecticut and Illinois have joined the ranks of states that have either established a commission to study creation of statewide retirement programs or taken... READ MORE
By Jon Vogler | 7/25/2014
A policy change affecting inherited, or “stretch,” IRAs —  which currently allow distributions to be extended over the life of the beneficiary, potentially many years for young recipients — may be implemented in the near future as a revenue raiser to help pay for unrelated legislation. This... READ MORE

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