14 IRI-Advocated Provisions Included in SECURE 2.0 Legislation
Congress to vote this week on Omnibus Appropriations Legislation with significant retirement savings reforms
Retirement Planning
Northwestern Mutual Leads Industry in Forbes’ Ranking of ‘Top Financial Security Professionals’
The company’s advisors represent more than one quarter of the honorees on Forbes' just-released 2022 "Top Financial Security Professionals" list
NAIFA’s Congressional Conference takes advisors’ grassroots influence to Capitol Hill
Meetings with lawmakers and staff share advisors' Main Street stories with policymakers whose decisions impact the financial security of American families and businesses.
House expected to pass SECURE 2.0 on Tuesday
The “Securing a Strong Retirement Act of 2022” scheduled for a House vote on Tuesday, which would send the bipartisan retirement reform bill to the Senate.
DOL’s Fiduciary Rule goes into effect Tuesday
Controversial investment advice exemption that aligns with SEC’s Regulation Best Interest being implemented as scheduled.
AALU, GAMA are now called ‘Finseca’
Financial security professionals launch new organization to “help more Americans build and protect their financial future.”
DOL’s new investment advice proposal intends to replace vacated fiduciary rule
Agency says the measure, which aligns with SEC and NAIC best interest rules, will ensure financial advisors act in retirement savers’ best interests.
Americans say emotional intelligence is ‘most trustworthy’ quality in an advisor
Recent study from MDRT finds displays of emotional intelligence from advisors more likely to earn Americans’ trust than digital literacy.
Preston Rutledge retiring as Assistant Secretary of Labor
As head of the Employee Benefits Security Administration, Rutledge was responsible for defined contribution plan regulation, reporting, oversight and enforcement, and also oversaw self-insured health plans, and the DOL fiduciary rule.
IRI offers 5-point plan to help retirement savers recover from COVID-19
Insured Retirement Institute proposes plan to assist retirement savers who have lost jobs, access to participate in a workplace retirement plan and experienced losses in their retirement account values due the COVID-19 virus pandemic.
