Recent Retirement Planning News
President and CEO Susan Neely says Congress helped millions of workers save for retirement by passing the substantial measures.
Congress to vote this week on Omnibus Appropriations Legislation with significant retirement savings reforms
The company’s advisors represent more than one quarter of the honorees on Forbes' just-released 2022 "Top Financial Security Professionals" list
Meetings with lawmakers and staff share advisors' Main Street stories with policymakers whose decisions impact the financial security of American families and businesses.
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.
Controversial investment advice exemption that aligns with SEC’s Regulation Best Interest being implemented as scheduled.
Financial security professionals launch new organization to “help more Americans build and protect their financial future.”
Agency says the measure, which aligns with SEC and NAIC best interest rules, will ensure financial advisors act in retirement savers’ best interests.
Recent study from MDRT finds displays of emotional intelligence from advisors more likely to earn Americans’ trust than digital literacy.
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.