2017 a Light Year for Required Plan Amendments
Experts remind retirement plan sponsors of deadlines for 2017 year-end, and also offer some tips.
EXCLUSIVES
More Regulation Might Not Be Needed To Boost Use of DC Plan Lifetime Income
Experts suggest an additional annuity safe harbor regulation is unlikely and perhaps even unneeded for promoting greater use of in-plan lifetime income solutions, given that sponsors’ hesitation is...
Will Open MEPs Soon Have Their Day?
The executive director of the Aspen Institute Financial Security Program, reflecting on a recent summit of government and industry leaders, suggests the stars may finally be coming into...
SEC and DOL Face Hurdles in Fiduciary Collaboration
When it comes to the possibility of a uniform advice standard for advisers and brokers coming from the SEC, one attorney argues “things are still very much in...
Investing Optimism and Health Care Cost Challenges
The head of Wells Fargo Institutional Retirement and Trust reflects on a strong boost in investor optimism measured in a recent survey published by the firm—and on the...
CFA Urges Skepticism Regarding Industry Fiduciary Rule Concerns
An open letter penned by the Consumer Federation of America warns that some players in the investing industry may be sending false signals as to the impact of...