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Compliance

March 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. 

March 28, 2017

Republicans In Congress Eye Retirement Account Tax Reforms

One retirement industry advocate says recent meetings on Capitol Hill have left him with the expectation that “we will start to see proposals soon that will have a number of provisions—good and bad—that alter the retirement system.”

March 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.

March 16, 2017

Litigating Prudence Versus Litigating Fees Under ERISA

Discussion of 401(k) litigation often fails to draw important distinctions between different ERISA standards that pertain to fiduciary prudence and controlling plan costs, according to one reader of PLANADVISER.