30 people to watch in employee benefits in 2017
From tech firm CEOs to brokers and HR professionals, these industry innovators will help shape the coming year as trends emerge and a new administration takes office.
Fiduciary Rule
10 ways to improve 401(k)s in 2017
Retirement expert Bob Lawton shares how leading-edge employers are strengthening their DC plans this year.
Benefits Think 4 important questions about HSAs under the new fiduciary rule
The potential ERISA status of health savings accounts can cause confusion for advisers, says attorney Shelby George.
Shelby George
Manning & Napier
Year in regulation: new policies may not see the light of day
With a new president and Republican control of congress, the fate of many rules prepped to go into effect in 2017 are now in doubt.
Benefits Think 4 important questions about HSAs under the new fiduciary rule
The potential ERISA status of health savings accounts can cause confusion for advisers, says attorney Shelby George.
Shelby George
Manning & Napier
Court rejects emergency injunction to block DoL fiduciary rule
The legal setback for the rule's foes still leaves three ongoing court challenges, as well as an uncertain future for the regulation in Trump administration.
Year in regulation: new policies may not see the light of day
With a new president and Republican control of congress, the fate of many rules prepped to go into effect in 2017 are now in doubt.
Where Trump’s Labor Secretary pick stands on overtime, fiduciary rules
Very public about his anti-regulation stance, Andrew Puzder has said little about how he’ll approach the retirement rule set to go into effect in four months.
Where Trump’s Labor Secretary pick stands on overtime, fiduciary rules
Very public about his anti-regulation stance, Andrew Puzder has said little about how he’ll approach the regulation set to go into effect in four months.
The big trends that will reshape retirement in 2017
Fiduciary framework, increased financial wellness efforts and greater automation should be on benefits professionals’ radar.
How your clients’ 401(k) plans will change in 2017
Anticipation of auto enrollment features is expected to change the way advisers serve their clients.
Benefits Think Why Trump won’t roll back new fiduciary rule
A good case can be made that the President-elect will be too busy with more important matters to roll back the regulations prior to their 2017 effective date.
Robert C. Lawton
Lawton Retirement Plan Consultants
How your clients’ 401(k) plans will change in 2017: Retirement Scan
Anticipation of auto enrollment features is expected to change the way advisers serve their clients.
The big trends that will reshape retirement in 2017
Fiduciary framework, increased financial wellness efforts and greater automation should be on benefits professionals’ radar.
Benefits Think Why Trump won’t roll back new fiduciary rule
A good case can be made that the President-elect will be too busy with more important matters to roll back the regulations prior to their 2017 effective date.
Robert C. Lawton
Lawton Retirement Plan Consultants
What Trump could do to retirement plans
With Donald Trump's election, a bitterly debated regulation that requires advisers to put their clients' interests first could be derailed.
Broker-dealer commission move draws watchful eyes
Commonwealth Financial Network rethinks fees on qualified retirement accounts
A new president and fiduciary: What happens next?
Here's how the outcome of the presidential election could affect the trajectory of the Labor Department's regulation.
By
Ann Marsh
Prepare clients now for fiduciary rule requirements
Five months from implementation, it is time to review service agreements with employers.
Despite DOL FAQ, advisers still have questions about fiduciary rule
Although some uncertainties remain, consultants should be preparing clients now for upcoming changes.
