Despite the 4-1 vote by the SEC to release for public comment its fiduciary proposals, the commissioners apparently (still) have issues with the current version.
The SEC commissioners voted 4-1 to release for public comment a set of proposals to “enhance the quality and transparency of investors’ relationships with investment advisers and broker-dealers while preserving access to a variety of types of advice relationships and investment products.”
Members of a House subcommittee pressed IRS representatives this week to explain their recent decision to dramatically increase the cost to small businesses of remedying retirement plan mistakes.
In MarketBeat, Robert Toth discusses how the tax reform law affects participant loans and the way ERISA’s fiduciary rules apply to loans and their administration.
State of the State Houses provides an update on the status of measures before the legislatures of California, Indiana, Kentucky, Maine, Maryland and New Jersey relevant to NTSA members.
In Tech Talk, Susan Diehl answers questions concerning vendors and investment arrangements that need to be listed on pre-approved 403(b) restatements.
American Retirement Association CEO Brian Graff unveiled plans April 15 to address the expensive and outdated ERISA requirement to disclose information to 401(k) participants in paper form.
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