FiduciaryNews

Hosting an industry conference? Ask us about including it in this ticker?
Interested in learning more about The Child IRA? Go to www.ChildIRA.com
What do you think of our site upgrade?

Tag "PTE"

Back To Homepage Subscribe To RSS Feed

Exclusive Interview: Phyllis Borzi says Original Fiduciary 5-Part Test Left Plan Sponsors “Holding the Bag”

    Exclusive Interview: Phyllis Borzi says Original Fiduciary 5-Part Test Left Plan Sponsors “Holding the Bag”

For 8 years as Assistant Secretary of EBSA, Phyllis Borzi fought vigorously to protect plan sponsors and retirement savers under the uniform fiduciary umbrella. Here, she answers questions about the past, present and future of the Fiduciary Rule.

1 comment Read Full Article

FiduciaryNews.com is sponsored by…

Vote in our Poll

Tags

12b-1 401k 403b 408(b)(2) active Annuity Asset Allocation auto-enrollment baby boomer court ruling disclosure DOL ERISA ETF fee Fee Disclosure Rule fiduciary Fiduciary Rule Fiduciary Standard HSA Index investment policy statement IRA IRS liability MEP Millennial Modern Portfolio Theory mutual fund passive pension plan sponsor retirement revenue sharing risk Rollover Roth saving Savings SEC Social Security state-run retirement plans target date fund tax TDF

Community Links

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.
© 2015 Copyright Pandamensional Solutions, Inc.. All Rights reserved.

Loading..

Close Window

Loading, Please Wait!

This may take a second or two.