Retirement Planning NEWS


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.

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Recent Retirement Planning News

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.

Coronavirus pandemic erodes Americans’ economic confidence, fuels financial concerns

New LIMRA study finds just 1 in 4 Americans have a favorable view of the economy, down 31 points from January’s record high.

Congress finalizes $2 trillion coronavirus relief bill including retirement plan aid

Legislation allows limited, early withdrawals from retirement accounts, deferred RMD in 2020.

Gen X, Millennials likely to support aging parents… but aren’t planning for it

New research from AgeUp reveals a majority of Millennials and Gen Xers expect to financially support their parents in their old age, but few...

The American College announces 2019 winner of its top honor

Fred Jonske will receive the 2019 Solomon S. Huebner Gold Medal on Friday night for his leadership in the financial services industry and dedication to furthering the mission of The American College.

82% of Americans nervous they will be impacted by a recession in the next...

MDRT says advisors are “sources of reassurance” and should use this as an opportunity to support their clients and elevate their role and credibility in the financial services industry.

Multi-line agents can grow by helping clients with life insurance, retirement planning

Middle-market focused P&C agents have opportunity in selling to existing clients, LIMRA research finds.
AALU-GAMA Merger

AALU, GAMA merging to form new organization representing ‘financial security profession’

First-of-its-kind organization will bring together GAMA's leadership and professional development strengths and AALU's best-in-class advocacy in a new yet-to-be-named entity intended to unify the entire profession.

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