Refine Search

Search Results

13 results found.

No more delays for the DOL fiduciary rule
by Jon Vogler of Invesco, 6/5/17

Department of Labor (DOL) Secretary Alexander Acosta announced in a Wall Street Journal op-ed last week that the initial implementation date of the fiduciary rule will not be extended beyond June 9. Mr. Acosta’s decision is a victory for supporters of the rule, which will require financial advisors to act in the best interests of their clients in retirement accounts.

IRS Provides Relief for Certain Savers Who Miss Rollover Deadline
by Jon Vogler, Senior Analyst, Retirement Research of Invesco, 11/7/16

The new provision can help people who missed the deadline due to error, illness or other reasons

Retirement Savings: How Much Is Enough? Part 2: Good News Not Good Enough
by Jon Vogler of Invesco Blog, 3/21/14
This second blog in a two-part series about retirement readiness discusses whether 401(k)s and Social Security can adequately meet retirement income needs. Part 1 looked at the rule-of-thumb numbers cited as guidelines for income replacement in retirement.

Retirement Savings: How Much Is Enough? Part 1: 70%, More or Less?
by Jon Vogler of Invesco Blog, 3/17/14
This first blog of a two-part series about retirement readiness looks at the rule-of-thumb numbers cited as guidelines for income replacement in retirement. Part 2 will discuss how adequately 401(k)s and Social Security will meet those target numbers.

401(k) Makeover: Future Trends
by Jon Vogler of Invesco Blog, 12/23/13
Retirement experts believe your 401(k) plan will take on a new look and focus over the next few years as the industry introduces changes aimed at getting participants to save more money and do more planning for retirement.

Auto Focus: Voluntary Plans Morphing to Mandatory?
by Jon Vogler of Invesco, 10/7/13
The American private retirement system has historically been voluntary. Employers first decide whether theyre going to sponsor a plan and then select the plans features. But over the last several years, focus has intensified on two criticisms of the voluntary system.

Could Clarity Confuse? The Industry Strikes Back
by Jon Vogler of Invesco Blog, 8/26/13
The intention of the Department of Labor (DOL) proposal to illustrate lifetime income streams on 401(k) statements is to clarify retirement income status for participants. But according to industry and trade groups, the requirement may have the opposite effect, creating more confusion than clarity.

Capping 401(k) Deferrals: A Path to Deficit Reduction or a Danger to Small Business Plans?
by Jon Vogler of Invesco, 4/8/13
As Ive cautioned in previous blog entries, retirement savings incentives may be a prime target for policymakers searching for ways to ferret out government revenue in the name of deficit reduction.

Plan Sponsors and Participants Need HELP
by Jon Vogler of Invesco, 4/1/13
The Senate Committee on Health, Education, Labor & Pensions (HELP Committee) held a hearing titled Pension Savings: Are Workers Saving Enough for Retirement? on Jan. 31, 2013. Witnesses shared successful initiatives and highlighted areas that need improvement to help workers achieve a financially secure retirement.

In-Plan Roth 401(k) Conversions Part 2
by Jon Vogler of Invesco, 3/18/13
In Part 1, I cited a recent Aon Hewitt survey indicating many employers are considering adding a Roth option to their retirement plans. In this second part, Ill explore who might want to consider taking advantage of this conversion opportunity.

In-Plan Roth 401(k) Conversions Part 1
by Jon Vogler of Invesco, 3/11/13
A January 2013 survey by Aon Hewitt found that an increasing number of US employers plan to add a Roth option to their retirement plans over the next 12 months. The survey results come shortly after a provision in the American Taxpayer Relief Act (the "fiscal cliff" tax act adopted in January) gave workers a chance to stockpile more tax-free earnings as long as their employers' 401(k) plans include a Roth option, along with the ability to move assets accumulated in tax-deferred 401(k) accounts.

State of the Union and Retirement
by Jon Vogler of Invesco, 2/22/13
Retirement programs drew a few mentions in President Barack Obama's State of the Union address on Feb. 12, including these two about Medicare reform...

Retirement Landscape: Cliff, Clamor, Clarity and (Dis)closure
by Jon Vogler of Invesco, 2/4/13
With the November election in the rearview mirror, it's a good time to scan the retirement landscape. What can plan sponsors and plan participants expect on the regulatory and legislative fronts in the coming year? While I don't claim to have a crystal ball, there are some likely developments on the near-term retirement horizon.
13 results found.