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1085 posts
Date Set for SEC Regulation Best Interest Vote
The Securities and Exchange Commission has set June 5, 2019, as the date it will vote on “Regulation…
Date Set for 401(k) Fiduciary Rule Reboot
The Department of Labor has set a date for a new fiduciary rule push (officially the “Conflict of…
A Call for Mandated Financial Literacy Programs in the Workplace
With more states and municipalities stepping in (finally) to include financial literacy in public education, a new paper…
How Do 401(k)s Stack Up For Investment Firm Employees ?
Asset Manager 401(k) Plans show higher balances, active management use, and strong employer contributions in Calla
How 401(k) Auto Portability is Linked to Higher Efficiency, Lower Expenses
Auto portability is the routine, standardized, and automated movement of a retirement plan participant’s 401(k) savings account from…
Acosta Hints at Fiduciary Rule Future in Tense Hearing
Acosta House testimony covers labor budget, priorities, and fiduciary protections during tense exchange with Rep. Marcia Fudge.
Where Are We in the Fight For 401(k) Auto-Portability?
As part of their Strategic Issues Webinar Series, the LIMRA Secure Retirement Institute hosted a webinar on April…
Rosy Forecast for Income-Focused Annuity Products
LIMRA SRI predicts accumulation-focused annuity product sales will grow a hefty 30%-35% by 2023, as Boomers look for guaranteed retirement income solutions.
DOL: 401(k) Plan Fiduciaries MUST Find Missing Participants
DOL MEP regulations focus on missing participants, disclosures, and rules to improve recordkeeping and protect retirement plan members.
What’s Happening With SEC’s Reg BI? Fred Reish
The DOL, harmonization, when the rule will happen—lots of questions that Fred Reish answers at Fi360's annual conference.