Groom Law Group

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  New Hire Roundup: Putnam Names New GAA Leadership Team

  By Marlene Y. Satter, AdvisorOne  |  February 6, 2013

  This week in new hires, Putnam announced a new leadership team for its global asset allocation organization, and Steve Antonakes became acting deputy director of the Consumer Financial Protection Bureau.

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  New Hire Roundup: Oliner, Kleinke Join AEI; Bozek Advances at Prudential

  By Marlene Y. Satter, AdvisorOne  |  February 2, 2012

  This week in new hires, Stephen Oliner and JD Kleinke went to AEI; Joan Bozek was promoted at Prudential Retirement; Steven McKay and Joseph Kaplan went to Putnam Investments.

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  Bowles, Simpson Warning: Deficit Committee Must Cut More Than $1.2 Trillion

  By Melanie Waddell, AdvisorOne  |  November 1, 2011

  The two co-chairmen of the National Commission on Fiscal Responsibility and Reform warned lawmakers on Tuesday that any deal to reduce the federal budget deficit by no more than $1.2 trillion would “merely delay” the nation’s fiscal problems.

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  Former Bush Economist Floats Retirement Reform Plan

  By Melanie Waddell, AdvisorOne  |  September 9, 2011

  An economist to former President George H.W. Bush unveiled a proposal to reform the retirement savings system by replacing the deduction for contributions to retirement savings accounts with a flat-rate refundable credit deposited directly into a saver’s account.

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  New Hire Roundup: Wolfe Goes to DTCC, Dorsey Joins Advisor Software

  By Marlene Y. Satter, AdvisorOne  |  July 14, 2011

  This week in new hires, DTCC brought in Bari Jane Wolfe to fill a newly created position and Steve Dorsey came to Advisor Software. Also, Thomas Roberts joined Groom Law Group as part of its fiduciary responsibility group.

• Retirement Plans’ Perilous Future

  By Melanie Waddell, AdvisorOne  |  July 1, 2011

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  Advisors to Congress: Don't Axe Retirement Plan Tax Benefits to Cut Deficit--Update

  By Melanie Waddell, AdvisorOne  |  June 14, 2011

  American Benefits Council warns against possible Congressional desire to remove favorable tax treatment of DB and DC plans.

• Court Rules Against IRS's Tax Position on Insurance Company Demutualization

  By Melanie Waddell, AdvisorOne  |  August 18, 2008

  A recent federal court decision ruled against the IRS's stance that policyholders who receive stock in a mutual-to-stock conversion of an insurance company--known as a demutualization--must pay taxes on the proceeds when the stock is sold.