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Expect Three New Regs by Year-End
Tue, Sep 14, 2010
“This fall promises to be interesting,” said Los Angeles ERISA attorney Fred Reish.
Regulations/Legal
The Pros and Cons of 401(k) Annuities
Thu, Sep 16, 2010
One witness at the DoL/Treasury hearings this week asserted that mandatory annuitization of DC assets at retirement is needed. The government, as well as sponsors and plan providers, have largely ruled that out.
Eight Ways to Simplify Retirement Accounts
Wed, Sep 15, 2010
The government “spends” $118 billion a year on tax-deferred accounts whose complexities discourage many people from using them, according to the President's Economic Recovery Advisory Board.
Imperfect Harmony
Wed, Sep 01, 2010
Hundreds of riled-up advisors and brokers, including Harold Evensky, have responded to the SEC's RFI on "harmonizing" their standards of conduct. Here's some of what they wrote.
