April 17, 2017
A new survey of 1,093 NAIFA members has found that the Department of Labor’s fiduciary rule is already hampering advisors’ ability to serve clients and is likely to increase consumer costs.
Nearly 46 percent of the advisors in the survey said they have already experienced restrictions in the types of products they can offer their retirement plan clients, and an additional 44 percent expect such restrictions. Twenty percent have had to increase their clients’ minimum account balances s...
April 10, 2017
NAIFA Take 3: The DOL Rule Delay
Among the takeaways from this video, we emphasize the advocacy value of NAIFA’s Congressional Conference, and urge all NAIFA members to register today !
We also explain how you can help NAIFA contribute to the DOL review of the rule by taking a NAIFA survey and providing data and advice the administration needs to assess the impact of the rule.
October 5, 2016
NAIFA held its annual Legislative Forum at this year's Performance + Purpose conference. The NAIFA government relations staff and consultants provided insight and analysis on issues facing NAIFA members and their clients. Following is a transcript of the Forum with embedded videos containing additional commentary. ( To download these videos, click here. ) Diane Boyle, NAIFA Senior Vice President of Government Relations: One of the many benefits NAIFA provides is protecting your busin...
August 11, 2016
The National Coalition on Benefits , a group of industry trade associations that includes NAIFA, has sent a letter to presidential nominees Hillary Clinton and Donald Trump offering to work with the candidates “to support employer-sponsored health care coverage and innovations to lower health care costs for both employers and employees.”
The letter supports the role of federal ERISA legislation in encouraging employers to sponsor benefits for more than 175 million Americans. The coaliti...
June 15, 2016
The U.S. House Committee on Financial Services is considering the Senior $afe Act of 2016 ( H.R. 4538 ) in a markup session today. The bill would allow insurance and financial advisors to report suspected cases of financial fraud involving senior clients while limiting advisors’ liability when they act in good faith to protect their clients from potential fraud.
NAIFA President Jules Gaudreau made the following statement in a letter of support to the committee:
The National Associ...