Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Interesting Angles on the DOL's Fiduciary Rule, Part 16
FredReish.com Aug. 17, 2016 "The DOL has created the concept of 'hire me' and explained that touting one's own advisory services (as opposed to products or strategies) is not a fiduciary act.... Advisers should be careful in using this approach. While it's not fiduciary advice to explain one's services and fees, if the discussion also includes the recommendation of a particular investment or strategy (or a rollover), that's fiduciary advice." |
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