NAIFA Blog

NAIFA Leaders Join White House Session on Tax Reform

June 27, 2017

NAIFA CEO Kevin Mayeux and COO Michael Gerber were among industry leaders who attended a White House Tax Reform Listening Session with Shahira Knight, special assistant to the president for tax and retirement policy, and Justin Muzinich, counselor to Treasury Secretary Steven Mnuchin.   In the meeting, Mayeux explained how NAIFA members help Main Street Americans protect their families' financial security and save for retirement. He emphasized the importance of ensuring that the tax c...

NAIFA Joins U.N. in Raising Awareness of Elder Abuse Around the Globe

June 15, 2017

In efforts to underscore the importance of preventing financial exploitation of the senior population, NAIFA joins the United Nations General Assembly in recognizing June 15 as World Elder Abuse Awareness Day .  The U.N. describes June 15 as, “the one day in the year when the whole world voices its opposition to the abuse and suffering inflicted to some of our older generations.”   “For well over a century, thousands of dedicated NAIFA members have helped individuals and families reach t...

NAIFA’s Advocacy Second to None in Insurance and Financial Services

June 13, 2017

An independent, third-party research firm has validated what every NAIFA member knows: The association’s advocacy efforts are unparalleled in the insurance and financial-services space.   The research arm of the National Journal recently surveyed more than 15,000 Capitol Hill players and others and concluded that NAIFA is viewed by policymakers as the most credible, valued and respected voice in the industry. No one comes close to rivaling NAIFA’s grassroots efforts, and the associati...

NAIFA Joins Industry Groups Urging Senate to Protect Employer-Sponsored Health Care

June 12, 2017

NAIFA and a group of coalition partners have asked the U.S. Senate ensure that any legislation to modify or replace the Affordable Care Act protect and ensure the stability of the employer-sponsored health care system in the United States.   In a letter addressed to Senate Majority Leader Mitch McConnell, Senate Democratic Leader Charles Schumer and their colleagues in the Senate, the groups ask legislators to reject proposals to tax workers’ health coverage. Of particular concern, accord...

First Phase of DOL Fiduciary Rule to Go Into Effect Tonight

June 9, 2017

The initial implementation of the Department of Labor’s fiduciary rule goes into effect at 11:59 PM tonight. After that time, any recommendations made to clients regarding rolling over or investing funds from a 401(k), pension plan, IRA, or similar account will be subject to fiduciary obligations and must comply with the rule’s “impartial conduct standards.”   When Labor Secretary Alexander Acosta said he would not delay the initial implementation of the rule beyond today, NAIFA developed...