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Webinar Replay Available: Position Yourself as a Personal Retirement Specialist

September 16, 2016
Retirement Specialist

Featured speaker, Joe Labella, Retirement Strategist with Voya Investment Management shared Voya's proprietary Consistency Lens™ methodology and how it can help advisors evaluate funds for consistency.

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DOL FIduciary Rule: Best Interest Contract

September 14, 2016

Here you’ll find the best interest contract (BIC) and best interest contract exemption (BICE) explained in plain English.

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DOL Fiduciary Rule: Rollovers

September 14, 2016

Rollovers are impacted by the new regulations, so get help on how your rollover business will be impacted.

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DOL Fiduciary Rule: Compensation

September 14, 2016

Answers to questions related to how you get paid for your services – and how the “level-fee exemption” plays into your new world.

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Senate Finance Committee to Consider Open MEPs Legislation; and Potentially Additional Retirement-Related Provisions

September 14, 2016
Senate Finance Committee to Consider Open MEPs Legislation; and Potentially Additional Retirement-Related Provisions

With Congress returning from its August recess, the Senate Finance Committee is planning a mark up, tentatively scheduled for September 14, to consider legislation, the Miners Protection Act (S. 1714)With Congress returning from its August recess, the Sen