Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement Planning
By Melanie WaddellAmong them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.
December 19, 2022
New Bill Would Rein In SEC RulemakingRep. Wagner, R-Mo., says that the bill makes sure "the SEC doesn't arbitrarily implement unnecessary and complex rules."
December 15, 2022
Massachusetts Adopts Annuity Sales RegulationsSupporters of the Regulation Best Interest-based approach see 37 actual or pending approvals.
December 13, 2022
NAIC to Spotlight Annuity Sales Standard Update Gray ZonesThe list of states without updates includes Florida and Indiana as well as California and Oregon.
December 13, 2022
Annuity Issuers Need Regulatory Clarity: Scott GoldeThe Jackson compliance executive says the current jumble of rules hurts investors.
December 09, 2022
New Bill Would Create U.S.-Run Retirement Accounts for Workers Without 401(k)sWorkers would be auto-enrolled, and there would be federal matching contributions for lower earners.
December 08, 2022
7 Secure Act 2.0 Provisions That Are Popular With AdvisorsA recent advisor survey by LPL found broad support for the retirement legislation.
December 07, 2022
Senate Passes RILA Annuity BillThe bill would direct the SEC to create a new registration form to replace the "largely inapplicable forms" currently used.