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Complying with anticipated retirement and tax-related changes as well as fiduciary-related standards from the Securities and Exchange Commission and the Labor Department will top advisors’ and broker-dealers’ regulatory to-do lists in 2019.

While the House passed late on Dec. 20 a retirement and tax package, priming 2019 for much debate — and potentially big changes — for industry officials to digest in the new year, Senate passage of the measure was deemed unlikely at press time on Dec. 21.

House Ways and Means Chairman Kevin Brady’s 257-page package includes the Retirement, Savings, and Other Tax Relief Act of 2018 and the Taxpayer First Act of 2018.

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