News Archive

Attendees at the recent Plan Sponsor Council of America’s (PSCA) National Conference in Tampa got a sneak peek at the findings of the PSCA’s Inaugural Health Savings Account Survey. The general session panel – Kenneth Forsythe, Head of Product Strategy at Empower; and Glen Kvadus, VP at Optum... READ MORE

The Internal Revenue Service has announced updated deduction limits for high deductible health plans. For calendar year 2020, the annual limitation on deductions under § 223(b)(2)(A) for an individual with self-only coverage under a high deductible health plan is $3,550, up $50 from the 2019... READ MORE

Join us at the 2019 ACOPA Actuarial Symposium, Aug. 9-10. Chicago is an easy destination for most, and offers beautiful weather in August. Earn continuing education, most of which is specifically related to your practice. Topics include: A close look at IRC 404 and 430 IRC 436 tips and traps... READ MORE

In a big win for ACOPA and the lobbying efforts of its members, the Pension Benefit Guaranty Corporation (PBGC) is expected to finalize a proposal that would allow employers to request coverage determinations prior to establishment of a plan, as part of a new formal process where the PBGC would... READ MORE

First the Labor Department announced a target for a fiduciary rule redo – and now the Securities and Exchange Commission has announced a review of its Regulation Best Interest. The SEC has announced a meeting on June 5 where it “…will consider whether to adopt a new rule to establish a standard of... READ MORE

Absolute security is never assured. But one can take steps to increase the odds in one’s favor, and that includes retirement plans and preparing for a financially secure retirement. Jack VanDerhei, Research Director at the Employee Benefit Research Institute (EBRA), speaking at the recent Plan... READ MORE

UPDATED MAY 24 AT 9:30 A.M. ET One of the most consequential pieces of retirement security legislation in more than a decade has been approved overwhelmingly by the U.S. House of Representatives.    In a May 23 House floor debate that featured much praise and few objections, the Setting Every... READ MORE

The House of Representatives is moving forward with its promise to approve the Setting Every Community Up for Retirement Enhancement (SECURE) Act during the month of May. On May 21, the House approved on a party-line vote the so-called “rule” for the SECURE Act (H.R. 1994) – a key procedural... READ MORE

Accumulation of retirement savings seems pretty cut-and-dried, although it certainly can be complicated. And then there’s decumulation, which a recent blog entry argues is equally important yet is largely under the radar screen. In “A Closer Look: Decumulation Confusion” Cammack Retirement’s... READ MORE