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House Passes SECURE Act; DOL Releases Regulatory Agenda

The House of Representatives passed the SECURE Act by a vote of 417-3, showing bipartisan support for meaningful retirement reform. Significant changes the Act would make are highlighted here...

Retirement Enhancement & Savings Act Reintroduced

the most significant retirement-related legislation introduced thus far in 2019 has been the Retirement Enhancement and Savings Act of 2019. Highlights of the Act include...

New Year’s Prospects for Retirement Legislation

There are signs that 2019 could see meaningful retirement legislation. First, several bills were introduced in 2018 that had common retirement-related elements. Second...

Washington Eyes Changes to Retirement Plans

Washington is looking to make changes to the nation’s retirement system. Key aspects of the Family Savings Act include these proposed defined contribution retirement plan provisions...

5th Circuit Buries Fiduciary Rule

Although last year’s sweeping tax reform law left the retirement plan provisions largely untouched, the recent budget deal made significant changes to the hardship distribution rules.

Budget Act Makes Changes to Hardship Distribution Rules

Although last year’s sweeping tax reform law left the retirement plan provisions largely untouched, the recent budget deal made significant changes to the hardship distribution rules.

New Tax Reform Bill: Loan Rollover Rules Impacted

The President has directed the Department of Labor to determine how the new tax reform rules will affect retirement plan investors and providers. Here's a closer look.

Regulatory Update: Tax Reform

A look at the DOL Fiduciary rule, Trump administration's approach to tax reform, and tax relief for hurricane victims.

Current Developments in Retirement Plans

The Department of Labor’s expanded definition of “fiduciary” and related prohibited transaction exemptions became effective June 9.

Current Developments in Retirement Plans

With a new Congress and President arriving in Washington, Union Bank & Trust expects 2017 to be a busy year for retirement plan legislation and regulatory action. John Nownes will keep you up to date.

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