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How Advisers Can Solve the Most Difficult DOL Rule Documentation Requirement
RIXtrema Link to more items from this source
Oct. 12, 2017
"As part of acting in the client's best interest when doing a 401k to IRA rollover, the new DOL fiduciary rule requires advisors to assess ... the fees and expenses of both the client's existing 401k and the IRA which they are rolling into.... [H]ow can an advisor find out what the admin fee is that the client is currently paying in the 401k? And what fees and expenses are included in the 401k admin fee?"

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