Latest Perspectives

New Tax Regime

Deferred compensation plans are not under ERISA – although they may have to fulfill certain ERISA reporting requirements — and therefore do not have the rules that an ERISA plan would have concerning participation requirements and contribution limits. Generally with a deferred compensation plan, taxation does not occur until constructive receipt.

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Year 2002 may be best remembered for burst of the bubble. Stock valuations of internet startups with no revenue eventually crashed.

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As of April 2015, only three states have succeeded in enacting laws creating retirement savings programs for private-sector workers: California, Illinois and Massachusetts. California is in the process of implementing the California Secure Choice Retirement Savings Trust, which is a mandatory, IRA-based payroll-deposit retirement savings arrangement for employees of certain private-sector employers.

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In his State of the Union address on January 20, the president outlined his agenda for tax reform, which includes provisions that could — if enacted — affect the retirement services industry. The White House released a fact sheet on the proposed tax code changes that were part of the State of the Union address.

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2014 was a year to remember. Tailwinds still blowing in 2015.

Tagged with: Fixed Income, Investing, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds, New Tax Regime, Uncategorized

Various federal government initiatives, including tax reform, will impact the way Americans save for retirement. Trends to watch include enforcement, pension de-risking and participant empowerment measures.

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About Us

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $503 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of June 30, 2015. Source: Ameriprise Q2 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.