Tag: Legislation

In conversation with Anne Lester, one of J.P. Morgan’s leading voices on public policy, we hear about the growing sense of urgency she sees in Washington to help...

A group of Senators are putting aside party divisions to introduce the Retirement Savings Lost and Found Act. 

The final fiduciary rule is out, so what do you need to know? And, just as important, what can you do right now to prepare?

Litigation is the main concern for DC plan sponsors right now.

Following the firm’s open letter to Congress, it is working with key Senate and House members to submit a bill.

Two national insurance advocacy groups have “reluctantly” joined the growing list of plaintiffs asking the federal courts to declare the DOL’s new fiduciary rule arbitrary and capricious. 

A new “church plan” lawsuit argues an employer improperly claimed church plan status for its pension—and more fundamentally that church plans themselves may violate the First Amendment to...

A new report from The Pew Charitable Trusts lends some support to the arguments many providers have raised against the increasing prevalence of state-based retirement plans for the...

The National Association for Fixed Annuities filed a complaint in district court to “challenge and vacate the Department of Labor’s final fiduciary regulations.”

The Securities and Exchange Commission has given several signs that it could soon introduce a uniform standard of client care for registered brokers and advisers. 

High-performing advisers at the J.P. Morgan DC Summit in New York widely hope the government will make retirement savings mandatory for at least some segments of the working...

The advocacy organization suggests increasing global market volatility is directly tied to “the decades-long push by fiscal conservatives to dismantle public-employee pensions.”

Franklin Templeton Investments’ DC business leader urges lawmakers and fellow industry pros to take a more holistic view of the U.S. retirement system—and to be thoughtful about planning...

David Walker, former head of the Government Accountability Office, called on the retirement industry to work alongside government and community leaders to build a better financial future for...

In a letter to lawmakers, ICI's president urged Congress to support bills that offer a different way to implement a best interest standard.

Lawmakers say the bill "ensures that Congress is raising premiums only if and when it is appropriate.”

Some of the biggest financial services firms and advocacy groups have registered their initial impressions of the Department of Labor’s final fiduciary rule, including FSI, TIAA, FPC and...