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If the legislation passes, advisers would have more opportunities to offer lifetime income options to plan sponsors and participants.
Agency issued a private letter ruling to Nationwide indicating that pulling an advisory fee from the annuity doesn't create a taxable event.
Law taking effect Sept. 1 eliminates fee caps in place on some retirement products for teachers.
Regulation's language is similar to that of the Department of Labor's fiduciary rule.
Senate vote on retirement-savings measure not likely this month, so supporters ready push for fall.
Clients are living longer, and advisers will need to help them avoid outliving their money.
Advisers who pull their fee from nonqualified annuities could cause a taxable event for their clients.
The new tool will generate a basic income plan that combines guaranteed fixed annuities and traditional asset management models.
LPL broker Lance Browning alleges the insurer acted unlawfully last year when it terminated certain trail commissions.
The move is a big deal for RIAs, experts say, since TIAA was one of only a few insurers to offer fee-only life policies.
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