Key topics heading into the election cycle

Public policy and industry trends are constantly evolving and can have an impact on retirement savings, health care and other benefits. Our latest Legislative and Regulatory Brief can help keep you current with what’s happening in Washington and what this might mean for you and your employees.

Highlights from our fourth quarter report include:

Legislative activity

Congressional hearings and other activity. Heading into the 2020 election cycle, benefits remain an important policy issue with bi-partisan support.

Taxpayer Certainty and Disaster Tax Relief Act. The bill would extend dozens of expired and expiring tax provisions.

Expanding Access to Retirement Savings for Caregivers Act. The bill would allow for earlier catch-up contributions for individuals who spent a year or more out of the workforce as a caregiver.

SECURE Act passes House. The bill awaits passage in the Senate.

Regulatory activity

There are several proposed and final regulations by the Department of Labor and the IRS summarized in the brief.

For more information, read the latest Legislative and Regulatory Brief.