Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. Issues related to private credit and private assets.
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. Issues related to private credit and private assets.
Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R.3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.