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ProductsMarch 29, 2017

New Campaign From Lincoln Focuses on Women

From saving more for retirement to buying life insurance to taking advantage of group benefits that are offered at work, this initiative will provide consumers with actionable takeaways.

ComplianceMarch 29, 2017

OMB Receives Final Fiduciary Rule Delay Language

The Trump administration is nearly set to formally implement its delay of the Obama-era DOL fiduciary rule, set to take effect in just two weeks, aimed at curbing conflicts of interest in the advisory and investment industries. 


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ProductsMarch 24, 2017

Choice of Social Security Calculator Matters

The same tool that is reliable for providing quick and simple Social Security estimates won’t be as helpful when subtler situations arise—and so picking the right benefit calculator is crucial.  

ComplianceMarch 23, 2017

IRI Releases 2017 Policy Blueprint

The Insured Retirement Institute will spend the year pushing Congress and the Administration to advocate for legislation that would expand Americans’ access to advice and simpler annuities.

ProductsMarch 21, 2017

Determination Letter Support Launched By Trucker Huss

A new program from Trucker Huss provides plan sponsors with a written opinion of counsel that their plan document, as amended after the date of their last IRS determination letter, “continues to maintain its tax-qualified status as to form.”