QLAC article

All This Talk About QLAC What Does it Really Mean?

The U.S. Treasury has been making news over the last several months with rule changes that expand the use of deferred income annuities (DIAs) inside retirement plans. The ...

State Roundup

State Legislative Trends Related to Elder Financial Abuse/Exploitation Laws Most everyone in our industry is aware of the trials—both literally and figuratively—of California ...

State Roundup

State Advocacy Priorities: A Look at the Year Ahead By NAFA General Legal Counsel Pamela Heinrich, Esq. 2014 is shaping up to be a very interesting year politically, and ...

The Performance and Returns on Index Interest

Hopefully, in the near future, Index Interest will have its own category in a portfolio and will receive recognition as such, in the overall world of asset allocation and ...

Federal Roundup

Tax Reform The Senate Finance Committee and the House Ways and Means Committee are both in the process of crafting comprehensive tax reform proposals. In the Senate, Chairman ...

Waiting Game: Update on the New Fiduciary Standard

“An SEC fiduciary rule has the potential to bring so many unintended consequences it shouldn’t be rushed into.” – NAIFA President, Robert Miller On March 29, ...