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The American Institute of CPAs has sent a letter to members of the House Financial Services Committee supporting a bill aimed at narrowing the definition of “municipal advisor,” without weakening investor protections.

Americans are becoming more optimistic about the direction of the country, giving a boost to President Barack Obama in the final stretch of the race for the White House, a Reuters/Ipsos poll showed on Wednesday.

It often seems to me that many brokers are on auto-pilot these days. The dynamic of many firms is to acquire a client, review their benefits, offer alternatives, collect their commission, and offer some predictable services. I don’t believe this cookie-cutter modus operandi will be a successful approach in our ever-changing world of unknowns. My company, Selden Beattie, has never conducted its business on auto-pilot and remains successful as a result. That’s the magic of…

The Buckeye State ranked 15th worst in terms of what it needed to pay future retiree obligations.

A majority of small firms questioned in a recent survey say they aren’t prepared to answer employees’ questions about 401(k) fees.

Nearly half of those without annuities in a recent survey worry providers could not meet guaranteed obligations and only 5% were highly knowledgeable on the subject.

It was a common theme at the 7th Annual Employee Benefit Adviser Summit in Phoenix this week that no matter who wins the presidential election in November, changes are forthcoming for benefit plans and administration. According to political activist and commentator Meghan McCain, should President Barack Obama keep his job, changes will be coming for the Republican Party as well.

Lockton, Silberstein Insurance Group and Milliman recognize employees in this week’s Comings & Goings. Check to see if a colleague is mentioned today.

When asked who plans to be doing the same job, in the same way, three years from now, not one broker raised a hand Tuesday during a session on growth and profitability at the 7th Annual Employee Benefit Adviser Summit.

The Summary of Benefits and Coverage (required to be distributed to employees under the Patient Protection and Affordable Care Act) is supposed to be an easy-to-understand summary about a health plan's benefits and coverage. But guest blogger Ed Bray maintains the SBC has the potential to confuse employees.