DOL to Advisors: ‘Take the Pledge’

In the much-anticipated revision of its 2010 proposal to curb conflicted sales to retirement account owners, the Department of Labor asserts that rollover IRAs are within its jurisdiction. It also calls on IRA advisers to sign a legally-binding “best interest contract” if they want to receive commissions.

Wells Fargo’s New Annuity Wagon

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.
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RetirePreneur: Marcia Wagner

Marcia Wagner is the founder of The Wagner Law Group, a boutique law firm that focuses on labor and employee benefits issues governed by the Employee Retirement Income Security Act of 1974.

The Case for Working Longer

“Oral and written comprehension and expression and soft skills like emotional stability, conscientiousness, and agreeableness” improve with age, according to a forthcoming book about work and aging.
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DOL to Advisors: ‘Take the Pledge’

In the much-anticipated revision of its 2010 proposal to curb conflicted sales to retirement account owners, the Department of Labor asserts that rollover IRAs are within its jurisdiction. It also calls on IRA advisers to sign a legally-binding “best interest contract” if they want to receive commissions.