March 10th, 2016

House Speaker Ryan Weighs in on Advice Rule The Republican party is still attempting to shoot down the fiduciary rule—almost certainly in vain. Read more > Senate Bill Aims to Amend ERISA Sen. Johnny Isakson has introduced legislation designed to foil the fiduciary rule and amend  the Employee Retirement Income Security Act. Read more > Court Moves Along IRS Voluntary Compliance Program Suit In a lawsuit filed in 2014, Information Systems and Networks Corporation brought action against the IRS under the Administrative Procedure Act, saying the IRS arbitrarily refused to meaningfully consider a Voluntary Correction Program submission related to its pension plan. Read more > Fidelity Sees Plenty of Fuel for Managed Account Momentum Employers increasingly view managed accounts as a powerful talent attraction and retention tool, leading to strong growth for managed accounts in the Fidelity client base and more broadly.  Read more > MOST READ ARTICLES

From the Magazine: The Value of Alts With the guidance of a skilled adviser, alternative investments can play a helpful role as interest rates rise and equity markets whipsaw. Read more > 2016 Retirement Plan Adviser Of The Year Finalists The 2016 PLANSPONSOR Retirement Plan Advisers of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Read more > Robo Adviser Offers Account Aggregation Investors on the Betterment platform can now securely sync outside financial accounts—including 401(k)s, individual retirement accounts, taxable accounts, mortgages and loans held at other institutions—with their Betterment account. Read more >

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