NAIFA Blog

A Message to Members and Your Clients: NAIFA has Your Back

September 28, 2017

Dear NAIFA member,   Tax season may not begin until next year, but we have officially entered tax-reform season. The White House and Republican leaders in Congress yesterday released their “ Unified Framework for Fixing Our Broken Tax Code ,” which establishes guiding principles for congressional tax-writing committees tasked with drafting legislation in the months to come.   It is times like these that NAIFA’s advocacy efforts switch into high gear, and NAIFA members like you r...

NAIFA CEO Comments on DOL Decision Not To Extend Delay of Fiduciary Rule

May 23, 2017

NAIFA's CEO issued the following statement: "While NAIFA is disappointed that DOL does not believe it has the legal standing to implement a full delay, we are eager to work with the administration and Members of Congress to make needed revisions," said NAIFA CEO Kevin Mayeux, CAE. "Tomorrow, 700 advisors from every state participating in NAIFA's Congressional Conference will visit Capitol Hill offices and emphasize the unique ability of NAIFA members to provide real examples of how the rul...

NAIFA Survey Gauges Impacts of DOL Fiduciary Rule

April 17, 2017

A new survey of 1,093 NAIFA members has found that the Department of Labor’s fiduciary rule is already hampering advisors’ ability to serve clients and is likely to increase consumer costs.   Nearly 46 percent of the advisors in the survey said they have already experienced restrictions in the types of products they can offer their retirement plan clients, and an additional 44 percent expect such restrictions. Twenty percent have had to increase their clients’ minimum account balances s...

NAIFA Take 3 Video: The DOL Rule Delay

April 10, 2017

NAIFA Take 3: The DOL Rule Delay Among the takeaways from this video, we emphasize the advocacy value of NAIFA’s Congressional Conference, and urge all NAIFA members to register today ! We also explain how you can help NAIFA contribute to the DOL review of the rule by taking a NAIFA survey and providing data and advice the administration needs to assess the impact of the rule.  

NAIFA Legislative Forum

October 5, 2016

NAIFA held its annual Legislative Forum at this year's Performance + Purpose conference. The NAIFA government relations staff and consultants provided insight and analysis on issues facing NAIFA members and their clients. Following is a transcript of the Forum with embedded videos containing additional commentary. ( To download these videos, click here. ) Diane Boyle, NAIFA Senior Vice President of Government Relations: One of the many benefits NAIFA provides is protecting your busin...