Retirement: What’s New that Impacts You and Your Clients

December 2, 2016

On December 1, 2016, Eileen Shaw, ERISA consultant, hosted a webinar to explain the impact of the Department of Labor’s Fiduciary Rule on plan sponsors, plan participants, and the retirement industry. Eileen also discussed other proposals to change the retirement landscape, including the Camp Tax Reform Proposal, the Brady Blueprint Proposal, and the Retirement Enhancement and Savings Act of 2016.

Investment and insurance products and services are not a deposit, are not FDIC insured, are not insured by any federal government agency, are not guaranteed by the bank, and may go down in value.

Insights

December 2025 Market Commentary

As the rest of the country began to experience colder weather in November, political tensions in Washington, D.C. thawed long […]

Learn more

Week in Review: December 5, 2025

Recap & Commentary Markets ended the week modestly higher with the S&P 500 nearing its all-time high set in late […]

Learn more

Week in Review: November 28, 2025

Recap & Commentary Markets ended the holiday-shortened week higher, with the S&P 500 notching its best weekly return in six […]

Learn more

Week in Review: November 21, 2025

Recap & Commentary Markets ended a volatile week lower weighed down by continued concerns about elevated valuations, particularly among AI-related […]

Learn more

Strategic Tax Planning Under the Big Beautiful Bill

The new Big Beautiful Bill reshapes how affluent individuals and business owners approach income, deductions, and wealth planning. Here’s how […]

Learn more

Ready to learn more?
Let’s have a conversation.

Embark on a banking experience tailored to your distinct path, focused on achieving personal and business financial prosperity.