Retirement Advisor Council Requests 266-Day Delay of Regulation Defining “Fiduciary” Under ERISA

East Granby, CT – Comments the Council submitted today to the U.S. Department of Labor regarding the proposed rule extending the applicability date of the regulation defining who is a “fiduciary” under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code of 1986, the Council requested a 266-day delay of implementation to the first business day following January 1, 2018, and a 120-day extension to August 8, 2017 of the period to provide additional comments..

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TIAA Joins the Retirement Advisor Council

East Granby, CT – – We are pleased to announce TIAA has reinforced and broadened its longstanding membership with the Retirement Advisor Council to become an Enterprise member.

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Jenny Yun Hunter, CRPS, joins the Retirement Advisor Council effective January 2017

East Granby, CT – The Retirement Advisor Council announced today that Merrill Lynch Financial Advisor, Jenny Yun Hunter has joined the Retirement Advisor Council after being nominated for a seat in November 2016. The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.

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Treasury Partners’ Steve Bogner, C(k)P Joins Retirement Advisor Council

East Granby, CT – The Retirement Advisor Council is pleased to announce that Steve Bogner has been granted membership on the Council. His application was approved based on a comprehensive review process, which considered numerous factors, including his experience and accomplishments as a consultant to retirement plan fiduciaries.

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