Office of Management and Budget

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  Ex-EBSA Head Sees No Fiduciary Plan Before Election

  By Melanie Waddell, AdvisorOne  |  June 26, 2012

  Brad Campbell, the former head of EBSA, predicted Tuesday that the DOL won’t release its reproposed fiduciary rule until after the presidential election in November.

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  Medicare, Taxes, Retirement Are Targets in Hearing

  By Marlene Y. Satter, AdvisorOne  |  June 19, 2012

  Among the proposals was one to change the tax treatment of retirement plans.

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  Collapse of Mayan Civilization Bears Lessons for Today’s Political Gridlock: News Analysis

  By Gil Weinreich, AdvisorOne  |  December 23, 2011

  The payroll tax expiration in early 2012 brings to mind another expiration expected in the new year: specifically, the end of the world that some sources say was part of the religious thinking of the Mayans who saw Dec. 21, 2012 (or b’ak’tun 13) as some sort of end date....

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  DOL Finalizes Investment Advice Rule for Retirement Plans

  By Melanie Waddell, AdvisorOne  |  October 24, 2011

  DOL's Borzi says rule should save retirement plan participants $7 billion-$18 billion annually; is separate from fiduciary rulemaking.

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  DOL Eyes IRA Exemptions to Fiduciary Rule on Revenue Sharing, Principal Trades

  By Melanie Waddell, AdvisorOne  |  October 4, 2011

  At FSI gathering, DOL official says reproposed fiduciary rule on IRAs may include exemptions around revenue sharing and principal trades.

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  Obama Deficit Plan Includes $1.5 Trillion in Tax Hikes on Wealthy

  By Melanie Waddell, AdvisorOne  |  September 19, 2011

  President Barack Obama announced Monday his plan to reduce the deficit by more than $3 trillion over the next decade, including $1.5 trillion in tax increases for the wealthy.

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  4 Ways for U.S. to Get Upgraded: Ex-Obama Official

  By Marlene Y. Satter, AdvisorOne  |  August 9, 2011

  Peter Orzag, called for an acknowledgment by political leaders of the current situation and a bold response to it, as well as a lowering of expectations, and cited four ways that the U.S. could move back toward a triple-A rating once more.

• A Financial Advisor for President

  July 26, 2011

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  DOL's Rule 408(b)(2) Saga Continues: Further Compliance Extension Likely

  By Melanie Waddell, AdvisorOne  |  July 1, 2011

  Because a final 408(b)(2) rule has yet to be issued by EBSA, retirement plan sponsors will likely need another extension beyond the current Jan. 1, 2012, date.

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  Gauging the Impact of Obama’s Proposed Tax Plan: Part II

  By Kathleen McBride, AdvisorOne  |  September 15, 2010

  On the middle-class tax cut extension, Tim Speiss, partner and chairman of EisnerAmper Personal Wealth Advisors, said, "Right now, 98% of taxpayers are under the $250,000. You basically wo