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ERISA Retirement Income Working Group – (A) – NAIC
ERISA Retirement Income Working Group – (A) – NAIC “ERISA Retirement Income – https://naic.soutronglobal.net/Portal/Public/en-GB/SearchResults 2012 NAIC Proceedings 2013 NAIC Proceedings 2013 Summer ERISA Retirement Income (A) Working Group Aug. 24, 2013, Minutes (Attachment Four) …… 6-19 American Council of Life Insurers (ACLI) Guiding Principles on Improvements to U.S. Department Of Labor (DOL) ERISA Annuity Selection…
Read MoreDOL – EBSA – 1210-AB32
DOL – EBSA – 1210-AB32 Brian H. Graff – The American Society of Pension Professionals and Actuaries (ASPPA), the National Association of Independent Retirement Plan Advisors (NAIRPA), and the Council of Independent 401(k) Recordkeepers (CIKR) – 4p <WishList> – A recent survey of plan sponsors reported that 60 percent of small business plan owners indicated they…
Read MoreDOL – Fiduciary Rule – Outline
DOL – Fiduciary Rule – Outline DOL – Fiduciary Rule — [BonkNote] DOL – Fiduciary Rule – Outline — [BonkNote] 2009 Fall – reginfo.gov/public/do/eAgendaViewRule?pubId=200910&RIN=1210-AB32 DOL – Conflict of Interest Final Rule Historical Information dol.gov/agencies/ebsa/laws-and-regulations/rules-and-regulations/proposed-regulations/1210-AB32-2 DOL – Definition of the Term “Fiduciary” Proposed Rule – Historical Information federalregister.gov/documents/2010/10/22/2010-26236/definition-of-the-term-fiduciary dol.gov/agencies/ebsa/laws-and-regulations/rules-and-regulations/public-comments/1210-AB32 The information on this page…
Read MoreEBSA – Employee Benefits Security Administration
EBSA – Employee Benefits Security Administration Department of Labor 2017 0706 – RFI – EBSA – Request for Information Regarding the Fiduciary Rule and Prohibited Transaction Exemptions – RIN: 1210-AB82, Document Number:2017-14101 – federalregister.gov/documents/2017/07/06/2017-14101/request-for-information-regarding-the-fiduciary-rule-and-prohibited-transaction-exemptions Regulations.gov – EBSA-2017-0004 – regulations.gov/docket/EBSA-2017-0004 822 Comments – regulations.gov/docket/EBSA-2017-0004/comments 2017 0807 – Letter – NAIC to EBSA – Re: RIN 1210–AB82…
Read MoreDOL – Fiduciary Rule – Gaps
DOL – Fiduciary Rule – Gaps 2023 – GOV – Aren’t any Gaps SEC – Best Interest Rule NAIC – Annuity Suitability GAP – Life Insurance – Indexed Universal Life / Universal Life / 401k, 72T, SEPP, IRA Doug Andrew, etc CFA – Consumer Federation of America 2017 0731 – Letter – CFA to NAIC…
Read MoreDOL – Letters – Comments – Testimony
DOL – Letters – Comments – Testimony 2010 – dol.gov/agencies/ebsa/laws-and-regulations/rules-and-regulations/public-comments/1210-AB32 March 2, 2011 Hearing Transcript Primerica 2010 – Primerica – dol.gov/sites/dolgov/files/ebsa/laws-and-regulations/rules-and-regulations/public-comments/1210-AB32-2/00615.pdf-249p – Re: Conflicts of Interest Proposed Rule – Definition of the Term “Fiduciary”; Conflict of Interest Rule – Retirement Investment Advice (RIN 1210-AB32) Proposed Best Interest Contract Exemption (ZRIN: 1210-ZA25) Proposed Amendments to Various Exemptions…
Read MoreDOL – Fiduciary – Government Hearings
DOL – Fiduciary – Government Hearings 2023 1031 – President Biden Remarks on Protecting Retirement Security – [VIDEO-CSPAN-20:22] 2011 0211 – GOV (House) – Emerging trends at the National Labor Relations Board, Phil Roe (R-TN) [PDF-xp-GooglePlay, VIDEO-?] House – Committee on Education and the Workforce – Subcommittee on Health, Employment, Labor and Pensions 3\ See NLRB…
Read More2017 0713 – GOV (House) – Impact of the DOL Fiduciary Rule on the Capital Markets – Bill Huizenga (R-MI)
2017 0713 – GOV (House) – Impact of the DOL Fiduciary Rule on the Capital Markets – Bill Huizenga (R-MI) 2017 0713 – GOV (House) – Impact of the DOL Fiduciary Rule on the Capital Markets, Bill Huizenga (R-MI) — [BonkNote] [PDF-117p, VIDEO-YouTube] Litigation Risk AARP – Cristina Martin Firvida, Director, Financial Security and Consumer Affairs…
Read MoreACLI vs. Perez (DOL – Department of Labor) – Fiduciary Rule
2016 – LC – ACLI vs. Perez (DOL – Department of Labor) – Fiduciary Rule 2016 – LC – ACLI vs. Perez (DOL – Department of Labor) – Fiduciary Rule – Document 1 – Complaint – 108p 2016 – LC – ACLI vs. Perez (DOL – Department of Labor) – Fiduciary Rule – Document 10…
Read MoreERISA – Employee Retirement Income Security Act of 1974
ERISA – Employee Retirement Income Security Act of 1974 dol.gov///erisa Pacific Lumber, Executive Life Lockheed, Athene PBGC – Pension Benefit Guaranty Corporation Guaranty Fund 1989 – LC – Firestone Tire & Rubber Co. v. Bruch., No. 87-1054., Supreme Court of United States. 489 U.S. 101 – [link-Google-Scholar] Argued November 30, 1988, Decided February 21, 1989…
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