Resource Type

House Democrats Urge President to Require Auto-Enrollment for Federal Contractors

June 6, 2016

On May 5, Congressman Joe Crowley (D-NY) and 65 of his Democratic House colleagues sent a letter to President Obama urging him to take executive action that would require Federal contractors to auto-enroll all of their employees in retirement plans.

Final Obama DOL Regulatory Agenda Released

June 6, 2016

The Department of Labor (DOL) released its Spring 2016 regulatory agenda, which reveals the DOL’s regulatory priorities for the remainder of 2016.

DOL’s Final Regulations Significantly Expand Overtime Coverage

June 6, 2016

On May 18, the Department of Labor (DOL) released final regulations updating the Fair Labor Standards Act’s (FLSA) overtime exemption for executive, administrative, and professional employees. The updated

IRS Issues Final “Split” Distribution Roth Regulation

June 6, 2016

On May 18, the Internal Revenue Service (IRS) published a final regulation amending the rules for designated Roth accounts under qualified plans. This final regulation is, essentially

Climbing the Family Tree

Climbing the Family Tree Course

Clients who are near or in retirement might be thinking about how best to approach legacy planning. By forging relationships with your clients’ families, you can greatly increase the likelihood of being retained by the heirs. This course will cover a holistic approach to retirement and legacy planning called the Enduring Legacy Process.