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Keep in mind that there is no fee structure free of conflict, cheaper doesn’t mean better and recommendations don’t come in a vacuum, says investment strategist Jess DeGabriele.
June 8LHD Retirement -
Higher compliance requirements, and their associated costs, may drive firms to look for partners.
June 8 -
Although enactment takes place on June 9, the DOL could issue more changes before the full effect of the rule is felt, says attorney Ilene H. Ferenczy.
June 1Ferenczy Benefits Law Center -
On the same day that the DOL announced the fiduciary rule start date, Calpers, reminded everyone why the rule was necessary, says adviser Nir Kaissar.
May 26Unison Advisors -
Plan sponsors should review progress toward initial retirement goals and assess their strategies for improvement, says John Ludwig.
May 12LHD Retirement -
When formulating an investment strategy, plan sponsors must take into account their responsibilities.
May 11Manning & Napier -
Alexander Acosta must reckon with a June 9 deadline amid a tense political debate.
April 27 -
The Labor Department will now conduct a review with an eye toward amending or rescinding it.
April 4 -
Too many recordkeepers, complex contract structure, and a flood of investment options impede updates to best practices, warns John Ludwig.
April 4LHD Retirement -
Too many recordkeepers, complex contract structure, and a flood of investment options impede updates to best practices, warns John Ludwig.
March 31LHD Retirement