White House Budget Proposal Includes Many Retirement-Related Provisions

By Stephen Pavlick on March 5, 2015

Posted In Employee Stock Ownership Plans (ESOPs), Retirement Plans

On February 2, 2015, the White House released its Fiscal Year 2016 Budget, which includes a number of tax reforms targeting retirement savings. The provisions, if enacted as presented, would have a significant effect on current retirement-related tax incentives.

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Tags: 401(k) plan, defined benefit plan, defined contribution plan, employee stock ownership program, ESOP, Form W-2, individual retirement account, Internal Revenue Code, IRA, net unrealized appreciation, NUA, required minimum distributions, RMDs, Roth IRA, White House Fiscal Year 2016 Budget

Stephen Pavlick
Stephen Pavlick focuses his practice on employee benefits matters for multinational corporations. He concentrates on qualified plans, related fiduciary and other Employee Retirement Income Security Act (ERISA) issues, deferred compensation and equity arrangements, and funding strategies for post-retirement welfare benefits. He has worked extensively with cash balance plans. Read Stephen Pavlick's full bio.

White House Budget Proposal Includes Many Retirement-Related Provisions

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