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As anticipated, the Department of Labor (DOL) has released a proposed rule defining who is an investment advice fiduciary for purposes of the Employee Retirement Income Security Act (ERISA).
The proposed rule, announced during a White House ceremony attended by President Biden on the afternoon of...
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Ahead of today’s anticipated rollout of a new fiduciary rule, the Biden Administration has issued a fact sheet previewing its content—including an issue of long concern to the American Retirement Association.
The fact sheet focuses on the issue of conflicted advice, specifically calling out what...
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After months of anticipation, the Department of Labor (DOL) will release a new version of its proposed fiduciary rule for public comment on Oct. 31.
The announcement will be made during a ceremony at the White House scheduled for 3:30 that afternoon. The President will attend, an indication of...
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M&A expert Peter Campagna, Managing Partner at Wise Rhino Group, has a list of common emotions that advisors face when they decide to sell their business.
“Fully 80% of M&A is managing emotions,” Campagna says. “The...
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RetireReadyNJ, the state-run retirement savings program that provides coverage for private-sector employes whose employers do not, has issued a request for quotes (RFQ) for investment advisor services. The New Jersey Secure Choice Savings Program Board issued the RFQ on Oct. 18.
The purpose of...
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Ok fine, I will admit it…I was wrong.
I have been known for saying “I have only been wrong once in my life, but that was only when I thought I was mistaken.” But last week I read an article titled: “To Err Is Human—To Correct, Divine.” Those of you who know me understand that I make mistake...
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Do you feel confident selling SECURE 2.0 to clients? Joey Santos-Jones writes in MarketBeat about an Oct. 24 session of the 2023 ASPPA Annual conference, which featured PSCA Executive Director Will Hansen, JJ McKinney from EGPS and Kirsten Curry from LRS as they unspun the most talked-about...
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Tech Talk addresses what fiduciary liability insurance is and what it covers.
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A panel at the Oct. 22 opening session of the 2023 ASPPA Annual Conference noted that there is legislation that would allow 403(b) plans to offer CITs and separate account insurance contracts as investment options.
Panel members were Brian Graff, American Retirement Association (ARA) CEO; Will...
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[This article has been updated to reflect that Dan Gilbert is not one of EIG's co-founders, he is a member of the Founders Circle, an advisory board with no governance responsibilities. Additionally, Steve Glickman is not a tech entrepreneur, but rather former Senior Economic Advisor at the...
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...