Compliance
If Retirement Pros Set Tax Policy Instead of Politicians, This is What We’d Get
Congress may be zagging when common sense says it should be zigging. Or maybe not.
Retirement Pros Reveal Worst Fears Regarding Tax Reform
While much has been written of the lack of retirement savings among Americans, the most widely talked about change – lowering the cap on tax deductions – could exasperate the lack of retirement savings.
Are We Better Off With or Without ERISA? And What are the Implications?
Thar’s gold in them thar retirement plans! Who could blame cash-starved states from trying to get a piece of that action? On the other hand, there’s plenty of blame when the regulatory arm created to protect employees places politics ahead of the best interests of retirement savers.
Fiduciary Rule SNAFU: What Happened, What Happens Next, and Does It Really Matter?
In the final analysis, we may get the best of both worlds, a reduced regulatory compliance burden with a market that imposes the fiduciary standard.
Retirement Readiness: Are We Using the Right Metric?
It’s very possible, if not very likely, the vast bulk of retirees want to simple relax. Chances are they’re more ready than others think, and just as ready as they want to be. Maybe that’s the metric every fiduciary should be focusing on.
Retirement Advisers Speak Out on Next President: Trump Trumps Fiduciary Rule
The world of finance is unforgiving. You can’t sweet talk your way out of a bad decision and, quite often, a blunt demeanor can get a job done more effectively and efficiently than the soft ambiguity of diplomatic language.
Fiduciary Advice: 5 Critical Behaviors to STOP Within 5 Years of Retirement
It’s never too late to get ready for retirement, even if you think it’s too late.
Reality Sets In: How New Fiduciary Rule Impacts 401k/IRA Providers and Retirement Savers
Even if a President Trump rescinds the DOL’s Conflict-of-Interest Rule, the spirit of the Rule may live on.
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