Category: Fiduciary PIERspective

Fiduciary Commentary | Spring 2017

By: Brant Griffin – May 22, 2017 Tax Reform – Here we go Again In April 2017, President Trump revealed his administration’s…

Fiduciary Commentary | Winter 2016/2017

By: Brant Griffin – February 1, 2017 The DOL Fiduciary Rule… Here we go again… Like the UK’s Brexit vote in 2016,…

Fiduciary Commentary | Summer 2016

By: Brant Griffin Fiduciary Rule’s Opponents Unite The DOL’s controversial advice regulation has provoked intense debate in the industry and rallied to action…

Fiduciary Commentary | Fall 2015

By: Brant Griffin – November 11, 2015 State Based Retirement Plans Numerous studies have illustrated the grim savings statistics of America’s workforce. Among…

Fiduciary Commentary | Summer 2015

By: Brant Griffin – August 4, 2015 Introduction On February 24, 2015, the US Supreme Court began hearing arguments in a highly…

Fiduciary Commentary | Spring 2015

By: Brant Griffin – May 19, 2015 DOL Proposes Revised Fiduciary Rule Currently, the law governing standards of conduct for those performing…

Fiduciary Commentary | Winter 2014/2015

By: Brant Griffin – February 16, 2015 On February 2, 2015 the Fiscal Year 2016 Budget was released by the White House.…

IRS Announces 2015 Cost-of-Living Adjustments

By: Brant Griffin – November 6, 2014 On October 23, 2014 the IRS announced this year’s retirement-related cost of living adjustments. Because…

Guidance on Deferred Annuities in Target Date Funds

By: Brant Griffin – November 6, 2014 Originally published by the ASPPA Government Affairs Committee  On October 24, 2014, the IRS and DOL issued…

Summer 2014 Fiduciary Commentary

By: Brant Griffin – August 06, 2014 Inherited IRA Caution Retirement accounts can be among savers’ most valuable assets, intended to provide…