Category: PIERspective Commentary

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…

Summer 2014 Market and Economic PIERspective

By: Jim Scheinberg – July 17, 2014 Steady as She Goes Grows I’ve been a sailor since the age of 10. And…

Spring 2014 Market and Economic PIERspective

By: Jim Scheinberg – May 27th, 2014 COME-ON-dities! After an explosive 2013, where most major U.S. stock indices surged well more than…

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…

Market & Economic | February 24, 2014 Update

The ISM Report on Business for January showed a sharp decline in the manufacturing data, coming in at 51.3 vs. 56.5 for…

Winter 2013-2014 Market and Economic PIERspective

Off to the Races? By: Jim Scheinberg – February 1, 2014 A year ago, I closed my Economic Commentary asking, “Can you…

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…