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department of labor
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DOL Finalizes Amendment to QPAM Exemption
The final amendment responds to changes in the financial services industry since the exemption’s 1984 establishment
Retirement Security Rule Update: 14 Stakeholders Set to Meet with OMB
As part of the White House Office of Management and Budget’s ongoing review of the controversial DOL rule, meetings will occur April 2-12
Most Americans Seek Best Interest in Retirement Advice
Nearly all respondents surveyed in a CFP Board study believe that financial professionals should serve in the best interest of clients, even when making one-time recommendations and other one-time advice
DOL Retirement Security Rule Now Under OMB Review, But Changes Unknown for Now
Controversial rule expected to be fast-tracked in effort to make it effective prior to November election while opponents renew calls for its withdrawal
IRI Releases 2024 Retirement Security Blueprint Featuring 33 Legislative Proposals
Among the recommendations includes those on expanding retirement savings opportunities and facilitating usage of annuity products
The 2024 Game Plan for In-Plan Annuities
Providers say working strategies now in place for guaranteed income solutions to start winning over meaningful numbers of 401(k) participants
Back to the Future: Conduit (Roth) IRAs
Before “dashboards,” GAO should embrace the Conduit (Roth) IRA—A superior solution for consolidating retirement savings
Critics Speak Out Against DOL Retirement Security Proposal During House Committee Hearing
Insured Retirement Institute, Iowa Insurance Commissioner among those testifying in second committee hearing, which was criticized today by a government watchdog group
EBSA Recovered $1.4 Billion in 2023 for Employee Benefits Plans, Participants and Beneficiaries
Recoveries made through enforcement efforts, informal complaint resolutions
Key Action Points for Advisors to Consider Ahead of Final Fiduciary Rule
As the industry expects to see more ERISA fiduciaries enter the market in 2024, panelists at the VCI Industry Leaders Summit touch on next steps for advisors to review