Joseph Labella, CAIA, CIMA®

Joe is Retirement Strategist for Voya Investment Management. In his role, Joe works with Voya’s intermediary sales and business development teams to provide financial advisors with unique, strategic and consultative discussion on key retirement issues while providing investment expertise in the form of portfolio evaluation and analysis.

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Did We Discuss Plan Features?

June 22, 2017

Sometimes misunderstandings persist, especially when busy people are asked to recall details of past meetings.

DOL Announces Fiduciary Rule Will Go Into Effect June 9th

June 15, 2017
DOL Announces Fiduciary Rule Will Go Into Effect June 9th

A date not to be changed; June 9th the DOL will release a “request for information” seeking additional public input.

President Signs Joint Resolutions Overturning DOL Safe Harbors for State-Run and City-Run Mandatory Auto-IRAs

June 15, 2017
President Signs Joint Resolutions Overturning DOL Safe Harbors for State-Run and City-Run Mandatory Auto-IRAs

President Trump signed a joint resolution under the Congressional Review Act (CRA) to overturn the Department of Labor’s (DOL) safe harbor regulation for state-run mandatory payroll deduction

Tax Reform Hits Speed Bumps, but Efforts Continue

June 15, 2017
Tax Reform Hits Speed Bumps, but Efforts Continue

Despite a strong declaration by the Trump Administration & congressional Republican leaders that Congress will pass a tax reform bill in 2017, there still is no consensus on a tax package that could pass both the House and Senate and be signed into law

Join Us Today for this Exclusive Webinar

June 7, 2017
Join Us Today for this Exclusive Webinar

Understanding risk and opportunity at this stage of the credit cycle

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