Brian Graff

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  PBS ‘Retirement Gamble’ Documentary Draws Mixed Industry Response

  By Danielle Andrus, AdvisorOne  |  April 25, 2013

  NAPFA calls the film a "wake-up call" for legislators; ASPPA says it "conveniently ignores" other issues.

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  Online Sales Tax Bill Seen as Rife With Unintended Consequences

  By Melanie Waddell, AdvisorOne  |  April 23, 2013

  Lawmakers and officials from the retirement planning and securities industries are coming out against an online financial transaction tax bill that they say would hurt retirement savers, small businesses and investors.

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  Critics Slam Obama Budget Over Entitlement Cuts, Retirement Savings Cap

  By Melanie Waddell, AdvisorOne  |  April 10, 2013

  President Obama called his just-released budget a “fiscally responsible blueprint for middle-class jobs and growth,” but critics derided it for cutting Social Security and Medicare and capping retirement savings.

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  Altering of 401(k) Tax Incentives Alarms Retirement Industry

  By Danielle Andrus, AdvisorOne  |  March 25, 2013

  With so many people covered by 401(k)s, it’s clear that the impact of changes to their tax treatment could be substantial.

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  Senators’ SEAL Act Would Ease 401(k) Loan Paybacks

  By Melanie Waddell, AdvisorOne  |  March 19, 2013

  The bipartisan Shrinking Emergency Account Losses (SEAL) Act would give workers who leave their jobs until they file their federal taxes to repay 401(k) loans.

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  Have 401(k)s Failed Investors?

  By Danielle Andrus, AdvisorOne  |  March 3, 2013

  A panel of experts asked whether 401(k)s were a “failed experiment” at the 2013 NAPA/ASPPA 401(k) Summit in Las Vegas on Sunday.

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  Tax Reform ‘Threat’ Will Hurt 401(k)s, ASPPA Warns

  By John Sullivan, AdvisorOne  |  November 27, 2012

  It doesn’t have quite the emotional resonance of “Save the Whales,” but it’s endangered nonetheless.

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  Americans Want Retirement Plan Disclosures on Paper

  By Danielle Andrus, AdvisorOne  |  November 16, 2012

  Believe it or not, a survey released Thursday by AARP found that the majority of respondents prefer to read retirement plan information on paper rather than with electronic media.

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  In Election’s Wake: What Now for Advisors?

  By John Sullivan, AdvisorOne  |  November 8, 2012

  TDAI offers some insight to changes at SEC, key congressional committees and 401(k)s.

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  Obama vs. Romney on Regulation: DOL Fiduciary DOA? Yes or No to SRO? Borzi Gets Boot?

  By Melanie Waddell, AdvisorOne  |  October 18, 2012

  While the regulatory and legislative landscapes remain sketchy until after the election, industry officials say there are some sure bets advisors can count on.