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John Ortman
By John Ortman | 4/16/2013
In an interview Monday with CNBC's Rick Santelli, Brian Graff, Executice Director/CEO of NAPA and ASPPA, explains the impact of President Obama’s proposal to cap retirement savings accounts at $3 million on small business owners and their 401(k) plans. Graff also notes that the proposed cap would...
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By John Ortman | 4/12/2013
Highlights of our posts for the week of April 8 included:
Reg/Leg
• Brian Graff put President Obama’s retirement savings proposals in perspective.
• Brad Campbell covered a wide range of issues that might affect plan advisors at the CUNA Mutual/CPI Retirement Academy in St. Louis on April 9....
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By John Ortman | 4/12/2013
Stable value accounts are a good choice for the most conservative element of a 401(k) portfolio, especially in the current interest-rate environment. And they're performing well right now — at the end of March, the Wall Street Journal notes, the average stable value yield was 2%. By comparison, the...
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By John Ortman | 4/12/2013
During a Senate Finance Committee hearing April 11 to discuss President Obama’s fiscal year 2014 budget, Sen. Ben Cardin (D-MD) grilled Treasury Secretary Jack Lew on the president’s proposed $3 million cap on retirement savings.The complexity of the provision, when added to the array of existing...
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By John Ortman | 3/11/2013
Highlights of our posts for the week of March 4 included:
Managing a Practice
• According to research from Franklin Templeton, cold calling may be dead.
• Sam Brandwein of Morgan Stanley Wealth Management is taking a longer view in judging the impact of the fee disclosure rules.
• NAPA Net talked...
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By John Ortman | 11/16/2012
With the prospect of comprehensive tax reform legislation looming, key ASPPA and NAPA members are leading an advocacy effort on behalf of plan sponsors and plan participants. The goal: to talk to key members of Congress about the way Americans save for retirement, and educate them about the...
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By John Ortman | 10/16/2012
Here are slides from the NAPA webcast, "404a-5 Revisited: Opportunities for Advisors," presented on Oct. 16.
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By John Ortman | 10/4/2012
It’s campaign season — do you know where your proposed regulation is?The pending regulation from the DOL that would expand the definition of investment advice and fiduciary status with respect to retirement plans has disappeared down a rabbit hole that magically appears in Washington every four...
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By John Ortman | 9/14/2012
Revised Field Assistance Bulletin 'effectively eliminates' several significant fiduciary requirements, says ABC's Dudley
The Department of Labor's Employee Benefits Security Administration (EBSA) backed off on its controversial fiduciary requirements involving brokerage windows under its fee-...
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