House GOP Tells DOL to Scrap Fiduciary Plan
Lawmakers from the House committee with jurisdiction over DOL accused it of having an “insatiable desire to re-engineer the retirement services industry.”
Social Security Is Here to Stay, and Advisors Are Studying Up
Whatever Social Security looks like in the long term, it's not going away, and advisors are streaming into The American College's RICP program.
ABLE Act Passed, but Many Questions Remain
For states deciding whether to host or contract a qualified disability savings account program, there’s a lot to consider.
Congress Must Prevent Last-Minute Social Security Reckoning, Experts Warn
Trustees Report shows lawmakers should act to "avoid inconceivably large tax increases or benefit cuts imposed at the last moment," says the Bipartisan Policy Center.
Top 10 Best-Funded State Pensions: 2015
Only two states have fully funded pension plans, according to Pew data.
DOL ‘Flexible’ on Fiduciary Rule, Perez Says
“We are very flexible in how to get this [fiduciary rulemaking] done,” Labor Secretary Perez told a Senate panel. “We haven’t made any decisions yet.”
DIY Investors Are Missing Out: Northwestern Mutual
Two-thirds of Americans in a survey lack financial advice, often because they think they can't afford it, Northwestern Mutual says.
How Alicia Munnell Messed Up, and Then Saved, Her Retirement
The Boston College economist and prominent retirement researcher made some surprising financial mistakes. Here's how she recovered.
Pension De-risking Now Has IMF’s Attention
The trend of de-risking corporate pension plans calls into question the viability of the insurance companies that assume the obligations, an IMF report says.
Pros and Cons of the Longevity Annuity Contract
Many clients, and advisors, remain on the fence as to QLACs’ role in clients’ retirement plans.