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Key Regulatory and Legislative Items Advisors Should Watch For
On Wall Street Link to more items from this source
Sept. 25, 2013
"[M]ajor legislative and regulatory issues that advisors should be on the lookout for in the months ahead: [1] Fiduciary reform ... [2] Tax deferral shifts ... [3] The Treasury Department's proposed rule regarding longevity annuities ... [4] Treasury's proposed partial annuitization rule ... [5] A pair of efforts -- one from the [DOL] and another, the Lifetime Income Disclosure Act, making its way through Congress -- [that] would offer clients more information about retirement income.... [6] National licensing push[.]"

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