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In the Media

Think Advisor (February 15, 2024) By Allison Bell igns that a bipartisan compromise on retirement asset rollover rules might be possible showed up Thursday during a House hearing on the U.S.…
PlanSponsor (February 15, 2024) By Paul Mulholland The House of Representatives hosted a second hearing on the retirement security proposal, during which witnesses disagreed on the adequacy of…
PlanAdvisor (February 15, 2024) By Paul Mulholland Witnesses called to testify at a House hearing disputed whether small balances would still be served under the retirement security proposal and…
Pensions&Investments (February 15, 2024) By Brian Croce For the second time in as many months, a House subcommittee held a hearing aimed at hammering the Department of Labor's fiduciary proposal…
401K Specialist (February 15, 2024) By Brian Anderson Insured Retirement Institute, Iowa Insurance Commissioner among those testifying in second committee hearing, which was criticized today by a…
Financial Advisor (February 15, 2024) By Tracey Longo The Department of Labor’s proposed fiduciary rule came under harsh criticism today during the House of Representatives Education and Workforce…
National Association of Plan Advisors (February 15, 2024) By Ted Godbout FIDUCIARY RULES AND PRACTICES Coming slightly more than a month after its first hearing on the Department of Labor’s…
USA Herald (February 15, 2024) By Rihem Akkouche In a fiery House subcommittee hearing, Republican lawmakers fiercely criticized the U.S. Department of Labor‘s (DOL) proposal to broaden the scope of…
InvestmentNews (February 15, 2024) By Josh Welsh Democrats at a House hearing say the retirement rule will ensure workers, retirees and retirement plan sponsors receive advice that is in their best…
JDSupra (February 13, 2024) By Christopher Grobbel, Peter LaVigne, Nicholas Losurdo Goodwin Firms will be able to treat private residences from which certain supervisory activity is conducted as non…