Will the SEC Create Two Kinds of Fiduciaries?
The debate rages on about what Dodd-Frank said the SEC could — or could not — do in writing a fiduciary rule for brokers.
Beware a Fiduciary ‘Wild West’: ASPPA Chief
ASPPA CEO Brian Graff lays out two hot issues to watch: DOL's coming fiduciary proposal and the growing specter of state-run retirement plans.
Americans to Congress: Hands Off Our Retirement Accounts
A survey released by the Coalition to Protect Retirement found 87% of Americans think retirement accounts should be “off limits” to Congress.
4 Big Changes to 401(k)s, IRAs in Obama’s 2014 Budget
The president’s budget blueprint proposes a number of reforms that would mean big changes in how retirement is financed.
Senators Take ‘Blank Slate’ Approach to Tax Reform
Max Baucus and Orrin Hatch sent a letter on Thursday asking for lawmakers' input. Meanwhile, ASPPA CEO Brian Graff warns of possible peril for retirement savers.
PBS ‘Retirement Gamble’ Documentary Draws Mixed Industry Response
NAPFA calls the film a "wake-up call" for legislators; ASPPA says it "conveniently ignores" other issues.
Online Sales Tax Bill Seen as Rife With Unintended Consequences
Lawmakers and officials from the retirement planning and securities industries are coming out against an online financial transaction tax bill that they say would hurt retirement savers, small businesses and investors.
Critics Slam Obama Budget Over Entitlement Cuts, Retirement Savings Cap
President Obama called his just-released budget a “fiscally responsible blueprint for middle-class jobs and growth,” but critics derided it for cutting Social Security and Medicare and capping retirement savings.
Altering of 401(k) Tax Incentives Alarms Retirement Industry
With so many people covered by 401(k)s, it’s clear that the impact of changes to their tax treatment could be substantial.
Senators’ SEAL Act Would Ease 401(k) Loan Paybacks
The bipartisan Shrinking Emergency Account Losses (SEAL) Act would give workers who leave their jobs until they file their federal taxes to repay 401(k) loans.