Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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DOL Publishes Materials on Upcoming Fiduciary Rule
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] [Guidance Overview] Feb. 23, 2015
The web page, entitled Are Your Retirement Savings at Risk?, includes a video entitled Conflicts of Interest and links to other retirement plan-related materials, including [1] FAQs: Conflicts of Interest Rulemaking; and [2] Fact Sheet: Updating our Retirement Protections. Excerpt: "With 401(k)s and IRAs, individual investors are more responsible than ever for making important investment decisions, and most don't have the training they need. That means investors are increasingly reliant on the advice they receive. Ideally, your adviser will have your best interest at heart -- but that's not always the case."
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