Senior Director, Regulatory Policy
Additonal Helpful Information
State Run Retirement Plans
Legal and Regulatory Updates
Guest: Joan McDonagh
If you are an employer and are at all curious about what’s happening in Washington DC that might impact your 401(k) plan, I am happy to report that my guest Joan McDonagh likely covers it in today’s episode! Our conversation covers:
The DOL’s proposed Fiduciary Rule
Developments with state run retirement programs
Initiatives to help participants generate lifetime income in retirement plans
Tax reform and how it could impact retirement plans
Potential impact of the upcoming presidential election on retirement plans
Joan received a J.D. from American University, Washington College of Law, in 1985 and has subsequently practiced law in the employee benefits area. She has worked with Empower RetirementTM or one of its predecessor organizations since 1988. Joan’s areas of expertise include ERISA compliance, with an emphasis on fiduciary requirements.
Joan is a member of the Wisconsin Bar Association. She is on the Government Relations Committee of the Society of Professional Asset-Managers and Record Keepers (SPARK) and Chairs the Public Policy Committee of the Defined Contribution Institutional Investment Association (DCIIA). She is a member and past Vice-President of Wisconsin Retirement Plan Professionals, Ltd. She has written numerous articles and presented a variety of seminars on retirement plan issues. She is a co-author of the 401(k) Answer Book in the Aspen Publishers Answer Book Series.