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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A Roadmap to Full Funding for Public Pension Plans

See how public pension plans can prepare for full funding with surplus-management strategies that support long-term success.

Retirement, Investment, Public Sector

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Proposed Rules Would Clarify DCAP Nondiscrimination Testing

See what the IRS proposal could mean for DCAP eligibility rules, testing failures, correction methods and plan administration.

Health, Compliance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Corporate

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Guidance on IDR Gateway Accounts and New Batching Rules

Get guidance on IDR Gateway account setup, new batching requirements and key implementation dates for plan sponsors.

Health, Compliance, Public Sector, Multiemployer Plans, Healthcare Industry, Higher Education, Corporate

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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.