Is Time Running Out on the Fiduciary Proposal?

'If it takes six months for a comment period and six months for hearings, and then time to develop a final rule, by then we’re running into an election year,' Steven Saxon of Groom Law Group said at the SPARK Institute conference in Washington, DC, Monday.

Tell Us What You Really Think

At the LIMRA-Society of Actuaries Retirement Industry Conference in Baltimore last week, Scott Stolz from Raymond James, Greg Jaeck from Edward Jones and Jarrod Fisher from Simplicity Financial Distributors delivered frank opinions about annuities and annuity issuers.

Why Indexed Annuity Sales Are So Strong

Many factors are driving the increase in indexed annuity sales: More manufacturers, better products, more distributors, competitive commissions, aging boomers, and relaxed regulation. But does the bubble contain the seeds of its own deflation?

Lessons from a Living (DC) Experiment

Israel has found that even a mandatory defined contribution system can’t resolve all of the behavioral, economic, or administrative issues that prevent low-income and minority workers from saving for retirement. (Photo: Mahane Yehuda market in Jerusalem.)
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RetirePreneur: Mathew Greenwald

Mathew Greenwald is the president and owner of a Washington, D.C.-based market research firm that conducts surveys for financial service providers, life insurers and investment managers.
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Is Time Running Out on the Fiduciary Proposal?

'If it takes six months for a comment period and six months for hearings, and then time to develop a final rule, by then we’re running into an election year,' Steven Saxon of Groom Law Group said at the SPARK Institute conference in Washington, DC, Monday.

Limit participants to three loans: TIAA-CREF

Paying off debt was cited as the top reason for borrowing from retirement plan savings (46%), yet only 26% of respondents said that paying off debt justified a loan.