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1083 posts
Social Security Recipients Get COLA Raise in 2018
Monthly Social Security and Supplemental Security Income (SSI) benefits for more than 66 million Americans will increase 2…
Fiduciary Rule Kill Bill Clears Hurdle
PASS Act 2017 aims to repeal the DOL fiduciary rule, protect savers, and establish a best interest standard for broker-dealers.
3 Fiduciary Issues to Consider if You Advise on IRAs
According to the Investment Company Institute, at the end of the first quarter of 2017, assets in IRAs…
The ‘Problem’ of Small 401(k) Accounts (And What to Do About It)
It’s generally accepted that the small-balance accounts of terminated 401(k) plan participants are a problem. For plan sponsors,…
Opponents Fight Fiduciary Rule With (Another) Block Attempt
Nevertheless, she persisted. Congresswoman Ann Wagner, R–Missouri, is attempting to block full implementation of the fiduciary rule, and…
The Latest Fiduciary Delay Will Cost Participants How Much?
What’s a few billion dollars between (fiduciary) friends? Left-leaning Economic Policy Institute estimates the Trump administration’s proposed 18-month…
401(k) Filing Relief for Hurricane Irma Victims
As expected, the Department of Labor has announced employee benefit plan compliance guidance and relief for victims of…
States ‘Resist’ Trump’s Fiduciary Rule Rollback
First it was government-sponsored retirement plans, now it’s the fiduciary rule. Left-leaning Trump opponents are suddenly finding the…
401(k) Participants Want Fiduciary Advisors, But …
Fiduciary rule fanfare is getting through to the masses, spurring conversations among consumers about what really constitutes credible…
How to Survive a DOL Audit
Many businesses put a lot of time and effort into initially setting up company retirement plans. Unfortunately, and…