Archived Insight | February 11, 2016

2017 Budget Proposals Affecting Retirement Plans, Savings

The federal Budget for Fiscal Year 2017, which was published on February 9, 2016, includes several proposals that would affect retirement plans and savings.

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SCOTUS Clarifies Timing of Withdrawal Liability Assumptions

A Supreme Court ruling allows plans to adopt actuarial assumptions after the measurement date, shaping how withdrawal liability is determined.

This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.