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News & Research

Feb
16
2015
From: Department of Labor
The recently issued proposed rule addresses conflicts of interest in retirement advice
Jan
19
2015
Planners are looking at a number of solutions to address an issue of increasing significance.
Dec
15
2014
From: Department of Labor and IRS

IRS and DOL issued detailed rules under which qualified defined contributions plans could invest in deferred annuities with a target date fund series.

Nov
17
2014
From: Department of Labor

On April 7, 2014, the Cooperative and Small Employer Charity Pension Flexibility Act of 2014 (CSEC) was signed into law.

Oct
23
2014
By Internal Revenue Service
2015 dollar limits for benefits and contributions under qualified retirement plans