Browsing Tag
401(k) Fiduciary Rule
95 posts
How to Avoid a 401k Fiduciary Freak Out
Whether or not this fiduciary rule from the Department of Labor—or any fiduciary rule—is ever actually implemented, one…
How 401(k) Advisors Protect Themselves from Risk
Under the pending DOL fiduciary rule, any perceived recommendation for how to treat money rolling out of a…
Fiduciary Confusion: What to Tell a 401k Plan Sponsor
President Trump signed a memorandum On February 3, 2017 asking the Department of Labor to review the new…
A Really Awful Understanding of the 401k Fiduciary Rule
She’s kidding, right? “The fiduciary rule is simple. It says anyone selling investment products to people with money…
Has the DOL Rule Really Changed 401k Rollovers?
The Department of Labor’s final fiduciary rule applies to rollover, transfer and distribution recommendations made by financial professionals…
Warren Tackles Trump’s Fiduciary Rule Rollback
Senator Elizabeth Warren reacted to President Trump’s rollback of the fiduciary rule Friday, releasing a statement that angrily…
Trump Issues Fiduciary Rule ‘Executive Memorandum,’ Sparking Confusion
UPDATE: According to The Wagner Law Group, President Trump issued an Executive Memorandum Friday afternoon that instructs the DOL…
Dems Disgusting ‘Debate’ Over 401k Fiduciary Rule: Opinion
The eruption over Trump’s immigration EO has the nation’s refugee policy, airports and cabinet picks in complete chaos. Connecticut…
DOL’s 401k Fiduciary Rule is Not What You Think: GRPAA 2017 Summit
“What is the difference between ERISA 3(38) and 3(21)?” Done Trone asked at the outset of his session…
Elizabeth Warren’s Shameful Fiduciary Rule Shakedown
Elizabeth Warren couldn’t be further from a Cagney/Coppola-style capo, but only in physical appearance. Her tactics are quite…