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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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.
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ACA Dollar Amounts and Percentages

We added the 2026 employer shared responsibility penalty, the 2026 affordability percentage and the FPL safe harbor for plan years beginning 1/1/26.
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Meeting the Moment: Helping People Navigate Change at Open Enrollment

Discover practical open enrollment communication strategies that help employees understand options, make informed decisions and take action.

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.