July | 2013 |

Plan Consultant Releases Summer 2013 Issue

July 11, 2013

Read John Ortman’s Letter from the Editor and the excellent cover story by Marcia S. Wagner, “Buyer Beware,” in the brand new issue of Plan Consultant.

Inspiring websites

ASPPA Applauds SAFE Retirement Act Provisions

July 10, 2013

ASPPA applauds Senator Orrin G. Hatch (R-UT), ranking member of the Senate Finance Committee, for introducing The SAFE Retirement Act of 2013, with meaningful proposals to build on the success of the employer-based private retirement system.

On Wall Street, Op-ed: The Not So Uniform Fiduciary Standard

July 9, 2013

Labeling all advisors “fiduciaries” even though they operate under different sets of rules will not magically make the existing misunderstandings go away.

ASPPA Urges SEC to Improve Disclosures

July 8, 2013

ASPPA and NAPA believe the proposal by the U.S. Securities & Exchange Commission (SEC) to create a ‘uniform fiduciary standard’ for broker-dealers and investment advisers will actually cause more – not less – confusion for retail customers.