The Securities and Exchange Commission (SEC) has established a date for notice of proposed rulemaking (NPRM) for issuance of the Personalized Investment Advice Standard of Conduct.
The Obama Administration recently unveiled its myRA program, a federal effort to encourage retirement savings and provide an easy, low-impact way for those who do not participate in a retirement plan to set something aside; Chris Carosa discusses arguments pro and con.
Plan fiduciaries should be careful when they choose, and retain, auditors; Morgan Lewis partner R. Randall Tracht and associate Elizabeth S. Goldberg discuss the DOL effort to provide information about plan audits and advising care in selecting auditors.
In “Ethics 2015: Circular 230, Professionalism and Case Studies,” William C. Grossman will provide an overview of Circular 230, as well as a discussion of professionalism in the electronic workplace of 2015.
A new study challenges the notion that the tax deferral basis of the current U.S. retirement savings system is “upside down” and finds that the benefits of the U.S. retirement system are progressive.
ASPPA Connect will not be appearing on Friday, Nov. 27, but will be back on Monday, Nov. 30. We wish you a happy Thanksgiving and in keeping with the season, here are a few unusual facts about Thanksgiving.
The Office of Management and Budget (OMB) has issued a comprehensive list of regulatory projects the Pension Benefit Guaranty Corporation (PBGC) is undertaking.
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