Did We Discuss Plan Features?

June 22, 2017

Sometimes misunderstandings persist, especially when busy people are asked to recall details of past meetings.

DOL Announces Fiduciary Rule Will Go Into Effect June 9th

June 15, 2017

A date not to be changed; June 9th the DOL will release a “request for information” seeking additional public input.

President Signs Joint Resolutions Overturning DOL Safe Harbors for State-Run and City-Run Mandatory Auto-IRAs

June 15, 2017

President Trump signed a joint resolution under the Congressional Review Act (CRA) to overturn the Department of Labor’s (DOL) safe harbor…

*Practical Perspectives, Advisors Working with Retirement Clients, April 2016