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),…
Winter 2012/2013 Fiduciary PIERspective
By: Brant Griffin – February 4, 2013 Bankrupt City Takes on a Public Pension Behemoth Pension heavyweight CalPERS (California Public Employees’ Retirement…
Summer Fiduciary PIERspective
By: Brant Griffin – August 1, 2012 The State of Stable Value Stable value funds, with nearly $540 billion of assets as…
IRS Announces 2015 Cost-of-Living Adjustments