American Society

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  Groups Urge DOL to Remedy Trouble Spots in TDF Proposal

  By Melanie Waddell, AdvisorOne  |  January 14, 2011

  As the comment period ends, groups tell DOL to remedy trouble spots in its target date fund proposal.

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  Small Business Bill, DOL Fee Rule, Roth IRAs Are Top Issues at ASPPA Annual

  By Melanie Waddell, AdvisorOne  |  October 19, 2010

  The small business bill, DOL's final 401(k) fee disclosure rules and Roth IRA conversions were issues on the minds of retirement and pension professionals during the ASPPA annual conference in National Harbor, Md.

• Retirement Officials to IRS: Do New Form 1040 Rules Apply to Form 5500?

  By Melanie Waddell, AdvisorOne  |  October 8, 2010

  Retirement planning officials are asking the IRS to clarify whether the new IRS regulations that take effect Jan. 1 regarding the PTIN program for Form 1040 also apply to Form 5500.

• Retirement Industry to DOL: Extend Form 5500 EFAST2 Filing Deadline

  By Melanie Waddell, AdvisorOne  |  October 4, 2010

  Retirement planning officials are urging the Department of Labor and the IRS to extend the Oct. 15 filing deadline for the revised Form 5500 to Dec. 31 so small firms can comply.

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  At DOL Speaks, Top Congressional Staffers Address Retirement-Related Priorities

  By Melanie Waddell, AdvisorOne  |  September 21, 2010

  Senior congressional staffers gathered at the second day of the annual Department of Labor (DOL) Speaks conference in National Harbor, Md., on Tuesday to discuss the legislative activities pertinent to the retirement plan industry.

• Queer eye for the retirement guy

  By John Sullivan, AdvisorOne  |  May 1, 2010

  "Still Out, Still Aging: The MetLife Study of Lesbian, Gay, Bisexual, and Transgender Baby Boomers," conducted with the American Society on Aging (ASA) and its...

• MetLife Study on Aging LGBT Boomers Shows Different Views on Retirement

  By Ron Pechtimaldjian, AdvisorOne  |  March 23, 2010

  Many struggles alters LGBT group's retirement outlook over other Boomers

• Take your practice into a new retirement arena

  By Boomer Market Advisor  |  October 1, 2009

  Most of you are aware that new federal regulations surrounding mandatory retirement plan fee disclosures and participant advice were put on hold. While I'm not...

• Easing Retirement Plan Woes

  By Melanie Waddell, AdvisorOne  |  December 1, 2008

  As reports of the huge losses in retirement plans over the past year continue to surface, members of Congress along with the Treasury Department and...

• Regulation Takes Center Stage of Crisis

  By Melanie Waddell, AdvisorOne  |  October 21, 2008

  As Congress gears up for a week-long series of hearings on financial regulatory reform--the House Financial Services Committee held a hearing October 21.