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By NTSA Net Staff9/28/2016 • 0 Comments

Securities and Exchange Commission (SEC) Chair Mary Jo White at a Sept. 27 event in Washington, D.C. reiterated that her agency’s fiduciary rule is coming, but “not any time soon.” READ MORE

By Andrew Remo9/28/2016 • 0 Comments

The legislative package that cleared the Senate Finance Committee unanimously in late September included provisions intended to encourage the use of lifetime income products, including a late addition that could turn out to be the most significant. READ MORE

By NTSA Net Staff9/28/2016 • 0 Comments

On Sept. 27, the American Retirement Association Government Affairs Committee filed a comment letter on a proposed regulation that would expand the non-ERISA safe harbor to payroll deduction savings arrangements mandated by the laws of certain political subdivisions within a state. READ MORE

By NTSA Net Staff9/26/2016 • 0 Comments

A new report claims that by 2020, the DOL’s new fiduciary rule will result in a $2 trillion asset shift and roughly $20 billion in lost revenue. But there are winners as well as losers. READ MORE

By Nevin Adams 9/26/2016 • 0 Comments

In class action suits, plaintiffs’ attorneys generally receive a fee whose amount is contingent on the amount of the verdict or settlement — frequently about a third. What about the excessive fee suits? READ MORE

By NTSA Net Staff9/26/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether employees can opt out of ERISA-related plans rather than have the money placed into a corresponding 401K. READ MORE

By NTSA Net Staff9/26/2016 • 0 Comments

In MarketBeat, Lynn Knight tests your knowledge about Designated Roth Contributions (DRCs) and dispels confusion that persists in the retirement plan community about them. READ MORE

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