Lawmaker Introduces Act to Shore Up Social Security |
The bill would ensure benefits keep up with changes in the economy by using a more accurate measure of inflation for the annual cost-of-living-adjustment, among other things.
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Fiduciary Rule Drives Reconsideration of Fee-Based Annuities |
Nearly half of insurers feel the DOL conflict of interest rule would positively impact sales of fee-based annuities, according to Cerulli Associates; less certain is how to effectively package and price such products.
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IRS Publishes List of Required Plan Amendments |
The IRS noted that the fact that a change in a qualification requirement is included on the RA List does not mean that a plan must be amended as a result of that change.
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403(b)s Reexamine Adviser Choices Ahead of DOL Fiduciary Rule |
A new survey by the PSCA also found that more than half of 403(b) plan sponsors expect to make no change in light of the fiduciary rule scheduled to go in effect this April.
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