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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Help Your Retired Clients Understand Downside Risk

July 18, 2017
Help Your Retired Clients Understand Downside Risk

Downside volatility has the potential to derail any investor on their path towards achieving their stated objective. For retired investors and investors approaching retirement, the impact of large investment losses is particularly devastating.

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Sponsors Don’t Always Want What Advisors Think

July 13, 2017
Sponsors Don’t Always Want What Advisors Think

Advisors believe that plan sponsors are overwhelmed by compliance and other regulatory issues, and need more help understanding their fiduciary responsibilities. Sponsors, by contrast, do not feel they need as much support with these issues.

Fiduciary Rule Goes into Effect; RFI Released

July 12, 2017

As we reported last month, rather than further delaying the June 9th implementation date, DOL indicated that it would release a Request for Information (RFI) seeking additional public input on any changes to the fiduciary rule.

Trump Names Key DOL Officials; Acosta Remains Only Senate-Confirmed DOL Official

July 12, 2017
Trump Names Key DOL Officials; Acosta Remains Only Senate-Confirmed DOL Official

On June 19th, President Trump announced his intention to nominate Patrick Pizzella as Deputy Secretary for the DOL, which would make him the second in command and the person in charge of the day-to-day operations and management of the Department.

Work Continues On Comprehensive Tax Reform; Enactment Remains a Heavy Lift

July 12, 2017
Work Continues On Comprehensive Tax Reform; Enactment Remains a Heavy Lift

Although health care reform took center stage on Capitol Hill in June, efforts to overhaul the tax code continued with congressional Republicans and the White House committed and publicly optimistic about completing a bill this year.