Regional Vice President of Sales The Retirement Plan Company
|
Compass
|
Bates & Company, Inc.
|
Loan & Distribution Specialist AimPoint Pension
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
AimPoint Pension
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Insurance Agents Might Already Be Fiduciaries
InsuranceNewsNet.com July 30, 2018 "[The DOL] view is 'We are applying the five-part test as it's actually written,'... [E]ven if you are a registered representative, even if you are an insurance agent, If you're regularly providing advice, telling them what the investments in the plan should be, that is going to trigger fiduciary status." |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |