Fiduciary Commentary | Fall 2017
By: Brant Griffin – December 15, 2017 IRS Announces 2018 Cost-of-Living Adjustments On October 13, 2017 the IRS announced this year’s retirement-related…
Fiduciary Commentary | Summer 2017
By: Brant Griffin – August 23, 2017 Focus on Vesting and Forfeitures IRS regulations provide a great deal of flexibility on the…
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.…
Fiduciary Commentary | Winter 2017/2018