lifetime income products

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  Borzi’s Right Hand Man, Davis, Leaves EBSA and Joins Prudential

  By Melanie Waddell, AdvisorOne  |  November 12, 2012

  Michael Davis, Phyllis Borzi’s right hand man at the DOL’s Employee Benefits Security Administration, has left his post as Deputy Assistant Secretary of EBSA and joined Prudential Retirement.

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  IRI Research to Serve as ‘Backbone’ to One-Stop Licensing Clearinghouse

  By Melanie Waddell, AdvisorOne  |  June 25, 2012

  IRI announced Monday a new research initiative to identify regulatory burdens facing BDs that impede their ability—and their advisors’ willingness—to sell lifetime income products.

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  DOL’s Borzi: Industry Backlash on Fee Rules Is Unfounded

  By Melanie Waddell, AdvisorOne  |  June 19, 2012

  Phyllis Borzi, Assistant Secretary of Labor at the EBSA, laid out on Monday EBSA’s regulatory agenda for the rest of the year and clarified one area that’s caused a “backlash” from retirement planning officials.

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

  By Melanie Waddell, AdvisorOne  |  February 2, 2012

  Labor’s Employee Benefits Security Administration said Thursday it would extend the compliance deadline of rule 408(b)(2) to July 1.

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  Retirement Income Symposium: Reynolds on Policy; Birke on Communication

  By James J. Green, AdvisorOne  |  October 17, 2011

  In Boston, Putnam’s Bob Reynolds makes the case for new retirement policy, while Commonwealth’s Kol Birke and David Juliano provide practical guidance on client communications.

• Treasury Set to Issue Lifetime Income Guidance; DOL to Follow

  By Melanie Waddell, AdvisorOne  |  October 6, 2011

  The Treasury Department plans to release soon guidance for employers on how best to integrate lifetime income products into 401(k)s and other employer-sponsored retirement plans, while the Department of Labor plans to follow with similar guidance early next year.

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  What Does Retirement Really Cost?

  By Moshe A. Milevsky  |  September 1, 2011

  Most answers to questions about the cost of retirement are dangerously misleading and mask a critical market signal.