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department of labor
1083 posts
401(k) Rollovers: Hot or Not?
Recent predictions had retiring baby boomers displacing a massive (and lucrative) “rollover surge” that could top $11.7 trillion by 2020.
How Qualified Retirement Plans Affect Mergers and Acquisitions
If a merger or acquisition is in your company’s future, or your client company’s future, here’s something to…
401k Fiduciary Rule Gets Final Review Before Friday Fanfare
Labor Secretary Alexander Acosta announced Wednesday that the Office of Management and Budget put out a request for information…
Why June 401(k) Fiduciary Date Doesn’t Matter
Fi360 president Matt Wolniewicz likes what he sees with product provider prep for the fiduciary rule’s expected implementation.…
How Financial Institutions Are Handling the Fiduciary Rule
As expected, there's a whole lot happening at fiduciary firm Fi360 in light of DOL rule chaos. We got some help in breaking it down.
How the DOL Created a 401(k) Fiduciary Monster
Fiduciary Rule Deregulation sparks debate as Eugene Scalia challenges Labor Department’s authority over IRAs and financial professionals.
MFS ‘Cleans’ Its Retirement Share Classes
Class R6 Shares expansion continues as MFS adds 20 mutual funds, boosting options for retirement plans and advisory platforms.
Fiduciary Hit to Indexed Annuities?
Indexed annuity sales decline as fiduciary rule impacts marketing efforts, shifting focus away from growth in the annuities market.
Cost of ‘Conflicted’ Retirement Advice in Every State
The left-leaning Economic Policy Institute is throwing around big numbers in its analysis of the cost of conflicted…
‘Dilute’ the Fiduciary Rule, Get Sued: Aikin
One has to wonder if fiduciary rule advocate Blaine Aikin is smart or lucky. The firm he heads, Fi360,…