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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What Should Advisors Tell Millennials About Downside Risk?

August 14, 2017

For millennials, the real danger is not market volatility—it’s sitting on the sidelines and choosing not to invest. Help educate them on downside risk.

Perception Gaps between Advisors and Sponsors — Value Added

August 10, 2017
Perception Gaps between Advisors and Sponsors — Value Added

Though sponsors cite plan participant issues between sponsors and advisors among their greatest challenges, their top three criteria for choosing an advisor revolve around plan operational issues.

Tax-Writing Committees to Develop Tax Reform Bills by Fall

August 8, 2017
Tax-Writing Committees to Develop Tax Reform Bills by Fall

Bone-weary from efforts to “repeal and replace” Obamacare, Congress is now pivoting to tax reform – another monumental undertaking.

Groups Urge Delay in DOL Fiduciary Rule

August 8, 2017
Groups Urge Delay in DOL Fiduciary Rule

As we reported last month, the Department of Labor (DOL) released a request for information (RFI) on its controversial fiduciary rule, which went into partial effect on June 9, 2017.

First State-Run IRA Program Launches in Oregon; Vermont Enacts First State-Run Multiple Employer Plan Law

August 8, 2017
First State-Run IRA Program Launches in Oregon; Vermont Enacts First State-Run Multiple Employer Plan Law

Oregon became the first state to implement a state-run mandatory auto-IRA program when it launched a pilot of its program, OregonSaves, with 11 employers on July 1, 2017.