Lynn Dudley

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  Employers ‘Committed’ to 401(k)s

  By Danielle Andrus, AdvisorOne  |  March 13, 2013

  Employers are committed to providing 401(k)s to their workers, a survey from WorldatWork and the American Benefits Institute found.

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  On J.P. Morgan Call, Optimism Reigns on Election, Fiscal Cliff

  By Danielle Andrus, AdvisorOne  |  November 15, 2012

  Speakers see room for optimism on changes in Congress, possible tax reforms.

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  Benefits Council Objects to New Pension Enforcement Rule

  By Melanie Waddell, AdvisorOne  |  November 5, 2012

  The American Benefits Council is taking issue with a new policy issued by the Pension Benefit Guaranty Corp. that it says “challenges” the health of the defined benefit system.

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  DOL Backs Off Controversial Brokerage Window Plan

  By Melanie Waddell, AdvisorOne  |  July 31, 2012

  EBSA backed off on its controversial fiduciary requirements involving brokerage windows under its fee-disclosure rule 408(b)(2) that had the retirement planning community up in arms.

• Retirement Planning: Congress to Tackle Pension Funding, Investment Advice

  By Melanie Waddell, AdvisorOne  |  November 1, 2009

  Congressional action on two key areas of retirement planning--defined benefit (DB) funding and investment advice--are expected to come by year-end, which is good news to...

• Easing Retirement Plan Woes

  By Melanie Waddell, AdvisorOne  |  December 1, 2008

  As reports of the huge losses in retirement plans over the past year continue to surface, members of Congress along with the Treasury Department and...

• Final 409A Regs Both Blessing and Curse

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  May 24, 2007

  Employers and benefit professionals who had been eagerly awaiting the IRS's recently released final regulations for its Code Section 409A, the section of the tax...

• NEWS & PRODUCTS

  By Staff Writer  |  January 1, 2007

  The Internal Revenue Service is mulling a new Enrolled Retirement Plan Agent (ERPA) designation to allow retirement plan professionals who are not approved to represent...

• Retirees Not Saving Enough

  By Elizabeth D. Festa  |  January 3, 2005

  Data from a new study of the recently retired prepared for Putnam Investment underscores the need for employees to invest more aggressively before retirement, as Social Security, traditional defined benefit and cash balance plans remain the largest source of income for households.