Retirement Reform Proposals

Updates

ERIC Offers Recommendations to Improve Treasury Lifetime Income Guidance

ERIC on May 2 submitted to the Department of Treasury and Internal Revenue Service a series of three comment letters in response to their February 2012 package of proposed regulations and revenue rulings regarding lifetime-income options for participants and beneficiaries in retirement plans. … More

ERIC Calls on Congress to Preserve Employer-Provided Retirement System

Washington, D.C. -- ERIC on April 17 joined 28 other trade associations in submitting a statement for the record for a House Ways and Means… More

protected content House Ways and Means Committee Examines Retirement Tax Incentives

The House Ways and Means Committee on April 17 heard early testimony examining tax incentives for retirement saving as part of the… More

EBRI Study Finds Curtailing Tax Treatment of 401(k)s Could Reduce Balances

According to research by the Employee Benefit Research Institute, a proposal to change the tax preferences for employment-based 401(k)… More

protected content Senate HELP Committee Chairman Harkin Introduces Rebuild America Act

Senator Tom Harkin (D-IA), Chair of the Senate Health, Education, Labor and Pensions Committee, has introduced “Rebuild America… More

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Policy Briefs

ERIC Unveils “New Benefit Platform for Life Security”

CONTACT: Theodore Godbout, Manager, Communications tgodbout@eric.org; (202)789-1400 Washington, D.C., June 13, 2007 -- Today, a coalition… More

More Policy Briefs

Letters to Congress

ERIC Calls on Congress to Preserve Employer-Provided Retirement System

Washington, D.C. -- ERIC on April 17 joined 28 other trade associations in submitting a statement for the record for a House Ways and Means… More

ERIC Urges Senate Finance Committee to Preserve Tax Incentives for Retirement Savings

ERIC along with several other trade associations submitted a joint statement for the record for a March 30th tax reform hearing before the… More

More Letters to Congress

Testimony

protected content House Ways and Means Committee Examines Retirement Tax Incentives

The House Ways and Means Committee on April 17 heard early testimony examining tax incentives for retirement saving as part of the… More

ERIC Urges Agencies to Focus Lifetime Income Effort on Education, Genuine Safe Harbor, and Avoid Mandate of Annuities

ERIC News Release For Immediate Release: September 14, 2010 Washington, D.C. -- Allison Klausner, Assistant General Counsel (Benefits) for… More

More Testimony

Letters to Agencies

ERIC Offers Recommendations to Improve Treasury Lifetime Income Guidance

Washington, D.C. – The ERISA Industry Committee (ERIC) today submitted to the Department of Treasury and Internal Revenue Service a series of three comment letters in response to their February 2012 package of proposed regulations and revenue rulings regarding lifetime-income options for participants and beneficiaries in retirement plans. … More

ERIC Offers Recommendations to Government Request on Lifetime Income Options

ERIC News Release For Immediate Release: May 3, 2010 Washington, D.C. -- The ERISA Industry Committee (ERIC), the Washington, D.C.-based… More

More Letters to Agencies

Legislative Documents

protected content House Ways and Means Committee Examines Retirement Tax Incentives

The House Ways and Means Committee on April 17 heard early testimony examining tax incentives for retirement saving as part of the… More

protected content Senate HELP Committee Chairman Harkin Introduces Rebuild America Act

Senator Tom Harkin (D-IA), Chair of the Senate Health, Education, Labor and Pensions Committee, has introduced “Rebuild America… More

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California State Senators Introduce Legislation Mandating Employer Participation in Retirement Plans

Legislation has been introduced in the California Senate that would require employers with five or more employees in the State of California… More

Automatic IRA Legislation Introduced in House and Senate

House Ways and Means Committee Member Richard Neal (D-MA) on August 10 introduced H.R. 6099, the "Automatic IRA Act of 2010," which is… More

Baucus Bill Would Allow Rollover of Pretax 401(k) Balances to Roth IRAs

Senate Finance Committee Chairman Max Baucus (D-MT) recently unveiled legislation (H.R. 5297, the Small Business Jobs Act) that would… More

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Legislation Introduced Regarding Misclassification of Workers

Legislation that would require employers to maintain records of nonemployees who perform services for pay and that would impose increased… More

More Legislative Documents

Regulatory Documents

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Treasury and Labor Department Release Proposed Regulations on Lifetime Income Options

The Treasury Department, in consult with the Labor Department, on February 2 released proposed regulations and revenue rulings intended to… More

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Agencies Release Preliminary Plans for Regulatory Review

The government agencies overseeing employee-benefit issues (i.e., Labor, Treasury, PBGC, and HHS) in the past two weeks released their… More

DOL and Treasury Release RFI on Lifetime Income Options for Retirement Plans

The Departments of Labor and Treasury on February 2 jointly published in the Federal Register a Request for Information (RFI) seeking… More

More Regulatory Documents

Government Reports

protected content President Obama Releases Fiscal-Year 2013 Budget Proposal

President Obama on February 13 unveiled a $3.8 trillion budget proposal for fiscal year 2013 that seeks to continue with the economic… More

Deficit Reduction Commission Fails to Reach Supermajority, but Proposals Are Not Going Away

The Deficit Reduction Commission, aka "The National Commission on Fiscal Responsibility and Reform," on December 3 held its final meeting to… More

More Government Reports

Additional Resources

EBRI Study Finds Curtailing Tax Treatment of 401(k)s Could Reduce Balances

According to research by the Employee Benefit Research Institute, a proposal to change the tax preferences for employment-based 401(k)… More

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ASPPA Study Says Bad Budget Math Targets Taxing 401(K) Plans

A new study by the American Society of Pension Professionals & Actuaries (ASPPA) finds that proposals to scale back or eliminate… More

More Additional Resources

Press Releases

ERIC Offers Recommendations to Improve Treasury Lifetime Income Guidance

Washington, D.C. – The ERISA Industry Committee (ERIC) today submitted to the Department of Treasury and Internal Revenue Service a series of three comment letters in response to their February 2012 package of proposed regulations and revenue rulings regarding lifetime-income options for participants and beneficiaries in retirement plans. … More

ERIC Urges Agencies to Focus Lifetime-Income Effort on Education, Genuine Safe Harbor, and Avoid Mandate of Annuities

For Immediate Release: September 14, 2010 Washington, D.C. -- Allison Klausner, Assistant General Counsel (Benefits) for Honeywell… More

ERIC Offers Recommendations to Government Request on Lifetime Income Options

ERIC News Release For Immediate Release: May 3, 2010 Washington, D.C. -- The ERISA Industry Committee (ERIC), the Washington, D.C.-based… More

ERIC Endorses Minority Leader Boehner’s Pension and Savings Relief Legislation

Washington, D.C. -- The ERISA Industry Committee (ERIC), a Washington, D.C.-based trade association representing America's major… More

ERIC Unveils “New Benefit Platform for Life Security”

CONTACT: Theodore Godbout, Manager, Communications tgodbout@eric.org; (202)789-1400 Washington, D.C., June 13, 2007 -- Today, a coalition… More

More Press Releases