Timeline

/Timeline

December 2019

79 Percent of Employers Say Their Workers Struggle Financially

A new report finds that 79 percent of employers believe their workers face "persistent" financial problems, including high credit card, childcare, and other consumer debt; medical expenses; and problems saving for retirement.   The 2019 MassMutual Workplace [...]

Massachusetts Proposes Fiduciary Standard for Brokers, Advisors

Massachusetts officials have released a proposed regulation that would impose a fiduciary duty on agents, broker-dealers, and investment advisors and their representatives when dealing with clients in the state.  Secretary of State William F. Galvin [...]

Governor Vetoes Our CE Credit Bill, Again

For the second year in a row, and despite unanimous support in the NYS Senate and Assembly, Governor Cuomo on November 25 vetoed our legislation to provide continuing education (CE) credits for active membership in [...]

November 2019

Senate Misses Chance to Pass SECURE Act, But Some Think There’s Still Hope

In the afternoon of November 21, the Senate passed the House of Representatives' version of a continuing resolution (CR) that temporarily funded the government until December 20.  Sadly, however, the Senate did not attach the [...]

September 2019

NAIFA P+P Conference Takes to Orlando

More than 800 attendees, including NAIFA-NYS members and staff, took to Orlando for the September 11 to 14 NAIFA Performance + Purpose Annual Conference.  Attendees enjoyed high-energy keynote speeches (including one from a former [...]

Buffalo Affiliate to Host Charity Golf Tournament

Help our Buffalo affiliate give back to the community on September 23, when the group hosts its annual charity golf event benefiting the Phoenix Adaptive Program.  The program focuses on adults and children with special [...]