EPIC Retirement Plan Services
RTD Financial Advisors
ERISA Services, Inc.
Nicholas Pension Consultants
Hochheiser Deutsch & Co, Inc.
Plumbers Local Union No. 1 Benefit Funds
Farmer & Betts, Inc.
Loren D. Stark Company
Retirement Plan Consultants
Kentucky Trust Company
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|Best Interest Standard of Care for Advisors, Part 53|
June 9, 2021
"The new fiduciary 'rule' has two parts with their own effective dates.... [T]he expanded definition of fiduciary advice became effective for enforcement purposes on February 16.... [T]he prohibited transaction exemption also became on February 16, but a non-enforcement policy delayed most, but not all, of its conditions to December 21. The condition now in effect is satisfaction of the Impartial Conduct Standards."
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