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Jane Smith's Posts

Senate Lost and Found bill would help many retirees but would harm others

Originally introduced in 2016 by Senators Elizabeth Warren (D–MA) and Steve Daines (R–MT), the Retirement Savings Lost and Found Act of 2016 (S. 3078) would have been a great help to the many retirees who are now searching for their earned retirement benefits. The Pension Rights Center wholeheartedly supported that bill. Unfortunately, a new version of the bill introduced in 2018 (S. More...

Tax breaks for retirement plans should benefit more people

The tax law enacted in December 2017 generated much discussion about “tax breaks” – who benefits from them and whether those benefits are distributed fairly. While most people are familiar with tax breaks such as the home mortgage interest deduction, there is less awareness of the tax breaks for retirement plans, and their impact on federal revenues and programs.  

Ready or not, here comes the conflict-of-interest rule!

The fiduciary rule, a new Department of Labor regulation that took partial effect on June 9, 2017, requires investment advisers to provide advice that is in the best interests of their clients. The implementation of this common-sense regulation, also known as the conflict-of-interest rule, is a big win for investors. More...

Surprise! A lot of people are still in pension plans

Surprise! A lot of people are still in pension plans

The newest addition to our Statistics pages reveals what some may consider a surprising fact: Nearly one-third of private-sector workers participating in retirement plans are in pension plans.   More...

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