Ray Harmon

AARP Study Highlights Need for Investment Advice Education

By Ray Harmon | 9/12/2013

As Phyllis Borzi was informing the attendees of the Financial Services Institute’s annual conference this week that the Department of Labor’s forthcoming fiduciary standard proposal will be delayed, AARP released a study of the attitudes of 401(k) and 403(b) participants regarding fiduciary duties... READ MORE

IRS: Treat Same-Gender Spouses the Same

By Ray Harmon | 8/30/2013

In an IRS Revenue Ruling issued Aug. 29, Treasury Secretary Jacob Lew announced that as a result of the Supreme Court’s June 26 decision striking down Section 3 of the Defense of Marriage Act, the IRS has established a uniform policy, effective Sept. 16, 2013, regarding the recognition of same-... READ MORE

Populism Sans Facts

By Ray Harmon | 7/29/2013

I was excited to hear that President Obama would be addressing the issue of retirement security in a series of speeches last week focusing on his policy agenda. That is, until I actually heard him do it.Speaking at Knox College in Galesburg, IL, on July 24, the president took the stage and made an... READ MORE

You are here

Ray Harmon

Pages

NAPA's 401(k) Rollover Specialist (k)RS Credential

Recent Headlines

Recent Comments