Phil Roe

• Fiduciary Rule Proposal Prompts Senator to Call Meeting With DOL

  By Melanie Waddell, AdvisorOne  |  July 27, 2011

  A day after lawmakers told the EBSA to repropose its controversial rule amending the definition of fiduciary under the Employee Retirement Income Security Act (ERISA), Sen. Kay Hagan, D-N.C., said Wednesday that her office plans to meet with both Borzi and Secretary of Labor Hilda Solis to discuss the fiduciary...

• 

  FSI’s Brown Slams DOL Fiduciary Proposal

  By John Sullivan, AdvisorOne  |  July 27, 2011

  On the same day Phyllis Borzi, DOL Assistant Secretary for EBSA, testified before Congress, Dale Brown, president and CEO of FSI, released a blunt statement on Tuesday on the fiduciary rule, calling it “troubling that we have reached this point in the process, and yet there appear to be no...

• 

  Congress to DOL's Borzi: Repropose Fiduciary Rule, Too Broad

  By Melanie Waddell, AdvisorOne  |  July 26, 2011

  Lawmakers told EBSA head Borzi on Tuesday to repropose EBSA’s controversial regulation amending the definition of fiduciary because it's too broad and because the agency failed to examine the full cost of expanding the definition.