WASHINGTON, DC – Tim Rice, President, and Tim VerSchure, Senior Vice President, of Lakeside Wealth Management were two of over 140 elite 401(k) plan advisors in the United States who gathered in Washington, DC recently to listen to and advise top congressional leaders about the future of the retirement savings industry and how proposed laws and regulations could affect American workers’ retirement security.
Rice and VerSchure, members of the National Association of Plan Advisors (NAPA), attended the second annual NAPA DC Fly-in Forum held in downtown Washington, DC on Sept. 30 – October 1. The delegates met with key Senate legislative staff, as well as a high-ranking Treasury Department officials, to discuss issues including as tax reform, the proposed Department of Labor regulations on the definition of a fiduciary, and potential action by the Securities and Exchange Commission on its own fiduciary rule.
