SEC Faces Its Own Debate on Fiduciary Advice Standards |
Transcripts from a tough Securities and Exchange Committee hearing called this month show it’s not just the Department of Labor considering changes to the fiduciary standard. The SEC is also hard at work developing a uniform fiduciary advice standard to be applied widely across advisory and broker/dealer channels.
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How to Use the IRS Compliance Resolution System |
Marcia Wagner, an ERISA specialist and managing director of the Wagner Law Group, warns that uncorrected errors can jeopardize a retirement plan’s tax-qualified status, leading to costly tax consequences.
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Employees Rely on Benefits for Financial Preparedness |
Guardian’s Benefits Value Index, which measures employees’ perceived value of their workplace benefits on a scale of one to 10, rose to 7.1, on par with 2013 and up from 6.8 in 2012.
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Voya Enhances Participant Website and Enrollment Experience |
The myOrangeMoney participant website has been enhanced with retirement savings planning features that address Social Security and health care costs.
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