Tax Reform: Some Thoughts on the Impact of the Retirement Provisions in the Tax Cuts and Jobs Act (H.R. 1)

The Bill is on the President’s desk for signature. Most retirement-related provisions that had been included in early versions have been stripped out—the emphasis is on personal and corporate income tax reductions. Read full article…

The Progress and Future of PEP Construction and Regulation

Apr 29, 2021

The pandemic has delayed construction of pooled employer plans (PEPs) by at least a few months,...

Proud to Be an American

Jan 8, 2021

When I was fresh out of the Marines in the 1990s, I thought President Clinton should resign...

The DOLs Request for Information on PEPs and MEPs

Jun 18, 2020

The DOL released its RFI on PEP and MEP prohibited transactions on 6/17/20. This article provides...

To Absent Friends

May 22, 2020

Monday is a special day. For one thing, it is the eighth anniversary of the Department of Labor’s...

Press Release: Pete Swisher and Waypoint Fiduciary

Feb 17, 2020

February 13, 2020 Pete Swisher, one of the retirement industry’s most respected voices, announced...