RESOURCES

★ Why Ken Fisher Is Wrong on Annuities: Milevsky, Finke

★ Why Ken Fisher Hates Annuities

Evensky, in Reversal, Sees Annuities as Vital for Retirement

Insurance-Only Permitted Advice

EBRI Retirement Confidence Survey

LIMRA Best Interest Report

★ Economist Incorporated Report:  Good Intentions Gone Wrong: 

AAP DOL Flawed Analysis Report (PDF)

★ EBRI 401(k) Plan Asset Allocation Report (PDF)

★ The DOL Rule - the Better, the Bad and the Ugly (PDF)

★ Final DOL Rule Links

★ LIMRA: Facts About Retirement Security (PDF)

★ LIMRA: Matters of Fact - Retirement Decisions (PDF)

★ LIMRA: Facts About Retirement Security (PDF)

★ LIMRA: Matters of Fact - Retirement Decisions (PDF)

★ FAQs: Protecting Retirement Savings (PDF)

★ Proposed Regulation: Who is a "fiduciary"? (PDF)

★ Impact Assessment of Fiduciary Standard (PDF)

★ Boomer Expectations for Retirement 2014 (PDF)

★ NAIC Buyer's Guide for Fixed Deferred Annuities (PDF)

★ NAIC Buyer's Guide for Variable Deferred Annuities (PDF)

★ SEC Study on Investment Advisers and Broker-Dealers (PDF)

★ The Role of 401(k)s in Retirement Income (PDF)

★ DOL Federal Register - April 20, 2015 (PDF)