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ComplianceMarch 23, 2017

IRI Releases 2017 Policy Blueprint

The Insured Retirement Institute will spend the year pushing Congress and the Administration to advocate for legislation that would expand Americans’ access to advice and simpler annuities.


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ProductsMarch 21, 2017

Determination Letter Support Launched By Trucker Huss

A new program from Trucker Huss provides plan sponsors with a written opinion of counsel that their plan document, as amended after the date of their last IRS determination letter, “continues to maintain its tax-qualified status as to form.”

InvestingMarch 16, 2017

Could CITs Dominate DC Space?

New research suggests that total retirement assets in CITs have grown rapidly in the last few years and potential advantages can be very appealing for plan sponsors.