DOL Fiduciary Redraft Still Coming in January: OMB
An update from the OMB shows the DOL still plans a January release, despite speculation to the contrary.
After Election, Tax Preferences for Retirement, Health Benefits Likely on Chopping Block
“Benefit plan tax incentives are an area of total and complete volatility, and neither employers nor workers can have any certainty of what lies ahead,” warned EBRI head Dallas Salisbury.
New Hire Roundup: Dubois and Wassmann Join LPL; Jenks Goes to Putnam; Adams to EBRI
This week in new hires, Dubois and Wassmann join LPL; Stephen Jenks went to Putnam Investments; Nevin Adams joined EBRI; Donald L. McDonald became CEO at Prime Advisors; HighTower brought in Ann Rieder; and Barclays added 6 new advisors.
The New Normal: As the Economy Faces Structural Change, So Does Retirement
Let's start with a bit of personal history. I used to commute daily from a suburb to a downtown financial district. It took me one...