Author: Ray Harmon

Article Index

NAPA Members Fought the Bill… and the Bill Lost

On Friday, March 4, a group of NAPA members armed with their own professional experience and personal passion, brought their concerns about a piece of potentially harmful legislation to key Utah legislators and successfully stopped it in its tracks.   Read More

Labor ‘Stay’

When President Obama named Loretta Lynch as his nominee to replace U.S. Attorney General Eric Holder, speculation about Secretary of Labor Tom Perez being tapped for the role was put to rest, while speculation about the impact on the DOL’s agenda was reinvigorated.   Read More

ERISA Advisory Council Probes Retirement Plan Outsourcing

This week the ERISA Advisory Council turned its attention to the issue of outsourcing employee benefit plan services, how that might impact and influence fiduciary responsibilities, and even touched on how an accreditation program could help fiduciaries make more informed outsourcing choices, something that NAPA has already begun developing.
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The Ivory Tower Returns

At long last, we have the final publication of Yale Law School professor Ian Ayres’ research paper. Not surprisingly, it is still ill-informed — and uses now-five-year-old, incomplete plan data. And despite our attempts to edify him about his flawed methodology, the professor still comes to the same wrong conclusions about fees.   Read More

Windsor Ruling on DOMA Creates Opportunities for Advisors

A new study from the Insured Retirement Institute (IRI) looks at the changing retirement strategies of same-gender couples in the wake of the Supreme Court’s Windsor decision earlier this year. That decision led to the IRS and DOL adopting a uniform definition of “spouse” that includes legally married, same-gender couples, regardless of their current state of residence — effectively expanding pension rights for millions nationwide.   Read More

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