Between the IRA Rollover matter and the redefinition of āregular services,ā there is no shortage of ways to chip away at the new Rule. What might be one way we can expect to see the industry attack the Rule in front of a judge?
This broader definition of fiduciary may impose a potential hardship on a segment of the retirement industry that has been trying hard to gain a foothold in plan infrastructure.
All about the DOL’s new Fiduciary Rule.
In the spirit of the season, one might even think of this as ātrickingā employees to save. Plans sponsors are already using these tricks.
More IRA troubles, anticipation, and the State of the State.
The DOL seems to use the same metric that it earlier employed in its statement on the Fiduciary Rule. Still, the Advisory Opinion is very precise in what it allows. Citi will have to tread carefully to not cross the line into the realm of fiduciary.
Getting your money, waiting for what? and the great investing hoax.
Participation is one thing. Itās critical that retirement savers build on the momentum of participation and use that to increase the amount of dollars that get contributed to their article. How can plan sponsors facilitate this?
Citi Piti, a real change for fiduciary, and climbing to a comfortable retirement.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/10/23
Social Security, the new Fiduciary Rule, and ignoring the elephant in Groucho’s pajamas.