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

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."

Research Roundup

Almost every controversial subject in the US today--from Fed policy to machine learning to immigration--contains an element or theme related to retirement policy. The articles reviewed in this month's Research Roundup are proof of that.

‘iTDFs’ Smooth the Bumps of Retirement Income

A former chief actuary of Denmark seeks a US target date fund company that might use his technology, the 'iTDF,' to create a seamless transition from pre-retirement savings to safe income during the first 20 years of retirement.

A Revolt Against PE-Led Annuity Issuers

Matt Zagula is an annuity wholesaler and fixed indexed annuity (FIA) designer. He and forensic accountant Tom Gober created the TSR ratio, a scale for rating FIA issuers. Mutual and fraternal insurers score best; private equity-led life insurers score worst.
Featured

Where the Fiduciary Puck is Headed

'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”

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

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.