401k 2014 0403 – Retirement Income TV – Private Pension Plan Overview – Replace 401k with BEST PLAN on Earth – ZERO Losses/Tax-Free Income – [VIDEO-YouTube-26:25] “Beats the pants off” Magic Compound interest 11 – Planting Seeds 12 – Dwarfed 12 – Harvest 15 – Can’t Lose Money 23 – Securities Brokers can’t sell you an…

Read More

2024 2015 – PIABA – Testimony – Joseph C. Peiffer – 30p 2024 0215 – GOV (House) – Protecting American Savers and Retirees from DOL’s Regulatory Overreach, Bob Good (R-VA) [PDF-, VIDEO-YouTube-02:06:21] edworkforce.house.gov/calendar/eventsingle.aspx?EventID=410108 2024 0215 – PIABA – Testimony – Joseph C. Peiffer, President, Public Investors Advocate Bar Association  —  [BonkNote]  —  30p  1 – At the beginning of…

Read More

2024 0102 – ACLI to GOV-DOL / EBSA – 40p 2024 0102 – ACLI to GOV-DOL / EBSA – Subjects: Retirement Security Rule: Definition of an Investment Advice Fiduciary (RIN 1210-AC02); Proposed Amendment to Prohibited Transaction Exemption PTE 84-24 (Application No. D-12060); Proposed Amendment to Prohibited Transaction Exemption PTE 2020-02 (Application No. D-12057) – 40p…

Read More

NLRB – National Labor Relations Board 2011 0211 – GOV (House) – Emerging trends at the National Labor Relations Board, Phil Roe (R-TN) [PDF-xp-GooglePlay, VIDEO-?] House – Committee on Education and the Workforce – Subcommittee on Health, Employment, Labor and Pensions 3\ See NLRB v. Insur. Agents’ Int’l Union, 361 U.S. 477, 489 (1960), where…

Read More

ERISA Retirement Income Working Group – (A) – NAIC “ERISA Retirement Income – https://naic.soutronglobal.net/Portal/Public/en-GB/SearchResults 2012 NAIC Proceedings 2013 NAIC Proceedings 2013 Summer ERISA Retirement Income (A) Working Group Aug. 24, 2013, Minutes (Attachment Four) …… 6-19 American Council of Life Insurers (ACLI) Guiding Principles on Improvements to U.S. Department Of Labor (DOL) ERISA Annuity Selection…

Read More

DOL – EBSA – 1210-AB32 Brian H. Graff – The American Society of Pension Professionals and Actuaries (ASPPA), the National Association of Independent Retirement Plan Advisors (NAIRPA), and the Council of Independent 401(k) Recordkeepers (CIKR) – 4p <WishList> – A recent survey of plan sponsors reported that 60 percent of small business plan owners indicated they…

Read More

DOL – Fiduciary Rule – Outline DOL – Fiduciary Rule  —  [BonkNote] DOL – Fiduciary Rule – Outline  —  [BonkNote] 2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries, U.S. Department of Labor, Employee Benefits Security Administration  —  [BonkNote] — …

Read More

Kai-Zen youtube.com/@NIWcorp niwcorp.com/retirement-planning/kai-zen niwcorp.com/myilia Introducing ILIA® – Created in 2000, NIW Companies specializes in innovative estate, business, and retirement planning solutions for high net-worth or high-income earning professionals using bank financing to enhance the clients’ benefits. NIW combines extensive industry expertise and alternative thinking to offer financial solutions that are high quality, durable, and cost-effective.…

Read More

IRP – Insured Retirement Plan Canada SOA – 1950s 1950 – SOA – Discussion – Actuarial Note: The Valuation of Self-Insured Retirement Plans, Society of Actuaries – 7p 1959 – SOA – Gain and Loss Analysis for Pension Fund Valuations, Society of Actuaries – 61p

Read More