Defined contribution plans

How To Replicate A Stretch IRA, Why Retirees Are Wary of Annuities, Five Biases That Drive Clients, And More

Topics: Advisor standard of conduct, Annuities, Business uses of Life Insurance, Defined contribution plans, ERISA, IRAs, Key man, Life insurance products, Qualified Plans, Regulation, Retirement security, SEC

SEC Issues Final Standard of Conduct Rule For Brokers And Advisors Yesterday the SEC released a final standard of conduct rule that establishes a best interest standard of care for broker dealers, clarifies the fiduciary duty for advisors, and creates a standardized disclosure form both brokers and advisors. AALU is currently analyzing the details of…

The Hot Ticket in Retirement Planning – Defined Contribution Plan Basics. 

Topics: Defined contribution plans, Qualified Plans

Thursday, September 24, 2015WRM# 15-­35 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-­aways, for AALU members, clients and...

Administration’s FY 2016 Budget – Part II: Notable Provisions Relating to Retirement Plans and Savings

Topics: Annuities, Defined contribution plans, DRD, IRAs, Life insurance products, Qualified Plans, RMDs, Tax treatment

Thursday, February 19, 2015WRM#15-06 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.…