ERISA’s Midlife Crisis
On ERISA's 40th birthday, a growing chorus of voices say the landmark retirement income security law needs an overhaul.
DOL Seeks Feedback on Brokerage Windows in 401(k)s
The range of investments available in the "window" and how much disclosure workers get about them are some of the questions DOL wants answered.
Retirement Is at an ‘Inflection Point’
All sorts of factors are in flux, including the impact of Obamacare on retirement and the likelihood of new DOL fiduciary regulations.
Lifetime Income Projections Useful, but Workers Not Surprised by Outcome: EBRI
More than 81% of workers said they would continue to contribute at their current rates after hearing their projected monthly income amount.
Top 5 Issues Reshaping Retirement Planning in 2014
These are the biggest forces shaping the new reality of retirement. Be prepared.
Advisors Brace for More Exams in 2014; DOL ‘Game Changer’ on Horizon
Some industry officials question whether the SEC can deliver on its promise to boost the number of advisor exams in the new year.
4 Things for Fiduciaries to Consider With IRA Rollovers
New Pershing white paper tackles complicated proposed actions by DOL, SEC on the question of fiduciary duty.
The Women Leading the Fiduciary Charge
Phyllis Borzi and Mary Jo White are two tough ladies with two tough jobs.
DOL Fiduciary Plan Hits Delay, Borzi Says
The revamped proposal will include IRAs, DOL assistant secretary Phyllis Borzi confirmed at the FSI advisor summit.
DOL Pressing Forward on Fiduciary
According to the Semiannual Regulatory Agenda for the Department of Labor’s Employee Benefits Security Administration, a reproposal to amend the definition of fiduciary under the Employee Retirement Income Security Act (ERISA) will come in October.