WASHINGTON, D.C. — Wayne Chopus, President and CEO and Jason Berkowitz, Chief Legal and Regulatory Affairs Officer, today testified at a U.S. Department of Labor (DOL) hearing to express opposition to a proposed regulation limiting retirement savers’ access to needed professional financial advice. IRI urged DOL to withdraw the proposal. Read IRI’s testimony.
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Contact: Dan Zielinski
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STATES CONTINUE TO ADOPT NAIC BEST INTEREST MODEL REGULATION
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Insight October 2021
This month's issue of IRI Insight features resources for guiding clients through the process of legacy planning.