At IRI Legal Conference, Lawyers Parse the “Fiduciary Rule”

By Kerry Pechter
The Department of Labor decided not to send an invited panelist the Insured Retirement Institute's Government, Legal and Regulatory Conference on Monday--perhaps because the IRI is party to a federal lawsuit calling for the annulment of the DOL's "fiduciary rule."

Test Your Reverse Mortgage IQ

By Kerry Pechter
To benchmark the public’s level of knowledge about HECMs, The American College’s New York Life Center for Retirement Income sponsored a survey that included a 10-question quiz. We invite you to take the test.

Expect Sharp Drop in VA Sales: LIMRA

By Kerry Pechter
'We are seeing a significant shift in the annuity market,” said Todd Giesing, assistant research director at LIMRA's Secure Retirement Institute. 'We have to go back 20 years—to 1995—to find when the VA market share was 45% or lower.'

No Retirement Account Left Behind

By Kerry Pechter
"Auto-portability" would consolidate a plan participant's old accounts into his or her current account, automatically. Spencer Williams and Tom Johnson of Charlotte-based Retirement Clearinghouse have spent three years trying make it happen on a large scale.
Featured

Where the Fiduciary Puck is Headed

By Kerry Pechter
'As a practical matter, the DOL rule killed the business of single product sales, and ushered in an era based on process,' said David Macchia, founder of Wealth2k, in a timely webinar this week. Highlights of the webinar are summarized here.
News

At IRI Legal Conference, Lawyers Parse the “Fiduciary Rule”

By Kerry Pechter
The Department of Labor decided not to send an invited panelist the Insured Retirement Institute's Government, Legal and Regulatory Conference on Monday--perhaps because the IRI is party to a federal lawsuit calling for the annulment of the DOL's "fiduciary rule."

Here’s your copy of NAFA’s suit against the DOL

By Editorial Staff
The National Association of Fixed Annuities' suit asks the federal court in the District of Columbia to vacate the DOL’s new fiduciary or conflict-of-interest rule, which could make it harder for insurance agents to sell indexed annuities to IRA owners.