Daniel Satchkov, CFA is president of RiXtrema, a research and fiduciary software company, authors of the IRAFiduciaryOptimizer – the DOL Fiduciary Rule compliance portal.
Fiduciary Groundhog Day: What Just Happened?
For 401k advisors, it’s the repetitive fiduciary frustration of Groundhog Day; except the part of Phil the weatherman…
How to Document ‘Best interest’ in 401k Rollovers
Effective June 9, 2017, financial advisors who provide investment advice to retirement plan participants must adhere to the…