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First Look

The software used by U.S. firms may be top-notch, but their global subsidiaries often deal with paper forms and spreadsheets.

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Why savvy advisers will accept fiduciary status

Challenges to the DOL rule have created some unfortunate confusion about the vulnerability of the final rule.

The future of retirement is now — time to get ready

Next year is gearing up to be a notable year of change for the plan sponsor with the DOL’s fiduciary ruling set to take effect, says columnist John Ludwig.

HIPAA audits target business associates

The new wave of HHS-run desk audits plans to focus on financial organizations and is expected to cover breach notification and the security rule’s risk analysis and risk management requirements, says attorney Becky Williams.