Browsing Tag
401(k) Fiduciary Rule
100 posts
Get Ready for National Fiduciary Day!
It might get lost between the cuteness of National Puppy day and the dry, flakiness of National Melba…
March 8, 2017
4 Ways to Make Sense of 401(k) Fiduciary Rule Confusion Now
The Department of Labor fiduciary regulations—and the media and political swirl over the past several months—has us all…
March 8, 2017
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…
March 5, 2017
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…
February 27, 2017
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…
February 21, 2017
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…
February 20, 2017
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…
February 4, 2017
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…
February 3, 2017
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…
February 3, 2017
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…
January 30, 2017