Washington, D.C., is at the center of numerous laws and regulations that affect FPA members and their practices, whether these are changes to the federal tax code, pension or securities laws, or the insurance industry. Find policy papers, comment letters and testimony, and white papers and research that will keep you up to date on industry trends and regulations.

Regulatory Reform	Tax Issues
Comment Letters & Testimony	Public Policy

Regulatory Reform 

April 25, 2012

Financial Planning Coalition Announces United Opposition to Legislation Creating an SRO for Investment Advisers (PDF | 87KB)

March 9, 2012

Texas Tech Study re: Impact of the Broker-Dealer Fiduciary Standard on Financial Advice (PDF | 412KB)

September 13, 2012

Financial Planning Coalition Statement Before Financial Services Committee re: Broker-Dealer and IA Oversight (PDF | 111KB)

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Tax Issues

October 19, 2012

Joint Letter in Support of Employer-provided Retirement Plans (PDF | 25KB)

August 10, 2012

Updated Patient Protection and Affordable Act Summary (PDF | 152KB)

February 24, 2012

FPA Seeks Feedback on President's Proposed Framework for Corporate Taxes (PDF | 119KB)

February 24, 2012

The President's Framework For Business Tax Reform

February 10, 2012

President Obama's Tax Proposals for 2012 (PDF | 42KB)

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Comment Letters & Testimony

March 28, 2012

Comment letter to SEC re: Framework for Rulemaking under Section 913 (Fiduciary Duty) of the Dodd-Frank Act (PDF | 103KB) 

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Public Policy

August 12, 2011

FPA Experts and Survey Cite Reliance on Long-term Plans for Consumers and Moderate Reactions to Current Market Turmoil are Best Response

July 18, 2011

FPA Calls on Congress to Raise the Debt Ceiling

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