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Interesting Angles on the DOL's Fiduciary Rule, Part 29
FredReish.com Link to more items from this source
[Guidance Overview]
Dec. 12, 2016

"What are the relevant factors for evaluating whether a participant should take a distribution? In other words, what information does an adviser need to gather and review? In BICE, the DOL identifies three specific types of relevant information about the retirement plan.... Those factors, and other relevant matters about the plan, need to be evaluated. Of course, that means that information needs to be obtained."

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