Department of the Treasury

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  IRS Guides Foundations in Making Investments

  By Michael S. Fischer  |  June 11, 2012

  The Treasury is giving private foundations that use program-related investments in the form of loans or capital investments a helping hand in deciding whether their investments qualify for beneficial tax treatment.

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  IRS Issues Guidelines for Health Care Flexible Spending Accounts

  By Michael S. Fischer  |  May 31, 2012

  The IRS has issued guidelines on the $2,500 cap imposed on health care flexible spending accounts as part of the Patient Protection and Affordable Care Act.

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  JPMorgan’s Dimon to Testify on Losses June 13

  By Melanie Waddell, AdvisorOne  |  May 31, 2012

  The Senate Banking Committee announced Thursday that JPMorgan Chase CEO Jamie Dimon will testify on June 13 regarding the bank's trading losses.

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  Through the Years: A History of the IA 25

  By Editorial Staff  |  May 29, 2012

  After 10 years, we’ve compiled quite a list of heavyweights that had great influence on the industry.

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  Senate Banking’s Johnson Asks JPMorgan’s Dimon to Testify

  By Melanie Waddell, AdvisorOne  |  May 17, 2012

  Sen. Tim Johnson, D-S.D., chairman of the Senate Banking Committee, said Thursday that he planned to hold the first hearing regarding the JPMorgan losses on Tuesday, May 22.

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  News Analysis: Has the Crisis Doomed the U.S. to Decline?

  By Gil Weinreich, AdvisorOne  |  April 17, 2012

  Kwasi Kwarteng, a member of the British Parliament, makes the case that the financial crisis and America’s debt problem signal the end of American empire.

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  Lawmakers Grill DOL’s Solis on Fiduciary Duty Redraft

  By Melanie Waddell, AdvisorOne  |  March 21, 2012

  At a House hearing, lawmakers took Labor Secretary Hilda Solis to task Wednesday over how the DOL’s recrafting of its fiduciary rule is progressing—specifically on the timing of the re-proposed rule and the rule’s inclusion of IRAs.

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  Are RIAs Really a Bigger Regulatory Problem Than Brokers?

  By Bob Clark, AdvisorOne  |  March 20, 2012

  A look at the number of enforcement actions against each group provides a ready answer: part two of a series on the Bizarro World inside the beltway

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  New Hire Roundup: Putnam Advances Sipple; Hewson Joins Citi Private Bank

  By Marlene Y. Satter, AdvisorOne  |  March 14, 2012

  This week in new hires, Scott Sipple moved up at Putnam Investments; Mark Hewson went to Citi Private Bank; Bradford Campbell joined Drinker Biddle; Kimberley Branch and John Forrest went to Symetra; and SNR Denton welcomed Lisa Ledbetter.

• DOL Releases Long-Awaited 401(k) Fee Disclosure Rule

  By Melanie Waddell, AdvisorOne  |  March 1, 2012

  The Department of Labor’s Employee Benefits Security Administration (EBSA) released in early February its long-awaited final rule on 401(k) fee disclosures, rule 408(b)(2), and in doing so extended the compliance date to July 1.