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Dec 20, 2019

Further Consolidated Appropriations Act of 2020—A summary and view from SS&C Retirement Solutions

President Trump signed into law the Further Consolidated Appropriations Act of 2020 (FCAA).  While the FCAA contains a number of important spending provisions necessary to keep the federal government from shutting down, it also contains the most comprehensive retirement reform since the Pension Protection Act of 2006. 

Apr 3, 2019

Being proactive and self-disclosing about 529 share class suitability

FINRA is asking its member firms to quickly identify any suitability issues in 529 accounts where the recommendations made were inconsistent with the investor’s investment objectives.


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