DOL Abandons Its Statutory Mission to Protect Retirement Savers
By Phyllis C. BorziIn deferring to the weak and ineffective SEC standard, the Labor Department is setting aside its much stronger mandate.
July 28, 2020
DOL Proposal Puts Americans' Retirement Savings at RiskThe Labor Department's proposed rule would revive a definition of "fiduciary" that is rife with loopholes.
July 27, 2020
Lending Clients a (Virtual) Helping HandA new benefits year is just five months away.
July 27, 2020
DOL Proposal Puts Workers First for Retirement Investment AdviceOur proposed exemption strengthens protections for retirement savers while avoiding the problems of the vacated Obama-era fiduciary rule.
July 27, 2020
Were Your Clients Protected in The Stock Market Crash of 2020?Some markets make everyone look great. Others highlight warts.
July 24, 2020
Should Clients Donate Now or Later?There are several valid reasons for either choice, and for many clients, the answer is both.
July 24, 2020
Retirement, Social Security and Cash FlowTiming when to tap Social Security is as tricky as any other kind of investment timing.
July 23, 2020
The State of the Life Insurance Industry Is GoodA working agent says plenty of solid companies and solid products are still out there.
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