Retirement Plan Consultants
Nicholas Pension Consultants
Farmer & Betts, Inc.
Loren D. Stark Company
RTD Financial Advisors
Kentucky Trust Company
EPIC Retirement Plan Services
ERISA Services, Inc.
Plumbers Local Union No. 1 Benefit Funds
Hochheiser Deutsch & Co, Inc.
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|DOL May Modify Proposed Rule to Treat Indexed Annuities the Same Way as Variables|
Nov. 2, 2015
"The Department of Labor (DOL) staff appears to be thinking that fixed index annuities should be treated more like variable annuities than fixed annuities under its new 'conflict of interest' " fiduciary rule, according to an insurance executive who met with top-level staffers.... During the meeting, the DOL officials asked the executives some 'pointed questions' about fixed index annuities (which the DOL calls equity index annuities)[.]"
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