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Jon Vogler

Jon Vogler

By Jon Vogler2/24/2015 • 0 Comments

As expected, President Obama’s fiscal year 2016 federal budget proposal, released on Feb. 2, includes many retirement-related items. Here’s a brief recap of key retirement provisions. READ MORE

By Jon Vogler11/24/2014 • 0 Comments

Now that mid-term elections are over, let’s take a quick look at how the results affect some key retirement issues. READ MORE

By Jon Vogler11/3/2014 • 0 Comments

On Oct. 24, the Treasury Department and the IRS issued new guidance designed to expand the use of income annuities in target date funds in 401(k) and other DC plans.


By Jon Vogler10/11/2014 • 1 Comments

Regulatory highlights on the Department of Labor front:


By Jon Vogler8/26/2014 • 0 Comments

Concluding that Congress won't soon move forward on increasing retirement readiness for private-sector employees, Maryland, Connecticut and Illinois have joined the ranks of states that have either established a commission to study creation of statewide retirement programs or taken preliminary steps to create such programs. 

By Jon Vogler7/25/2014 • 0 Comments

A policy change affecting inherited, or “stretch,” IRAs —  which currently allow distributions to be extended over the life of the beneficiary, potentially many years for young recipients — may be implemented in the near future as a revenue raiser to help pay for unrelated legislation. READ MORE