Category: Fiduciary PIERspective

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…

Spring 2014 Fiduciary Commentary

By: Brant Griffin – May 05, 2014 Changing Landscape of Plan Service Provider Developing trends in the retirement plan industry are solidifying…

Winter 2013-2014 Fiduciary Commentary

By: Brant Griffin – January 30, 2014 In-Plan Roth Accounts Recent legislative changes and the growing popularity of Roth accounts have given…

Fall 2013 Fiduciary Commentary

By: Brant Griffin – November 5, 2013 DOL’s Fiduciary Proposal Hits Delay, Again… The last several years have witnessed a growing movement…

Summer 2013 Fiduciary Commentary

By: Brant Griffin – August 22, 2013 Revenue Sharing Revisited The last several years have witnessed numerous industry developments relating to the…

Spring 2013 Fiduciary Commentary

By: Brant Griffin – May 3, 2013 Plan Rollover Process Needs an Overhaul A recent investigation by the Government Accountability Office (GAO),…