Fiduciary News

After reading this article, has your stance on the DOL’s proposed Fiduciary Rule changed? The more and more I talk to people, traditional fiduciary advocates are having seconds thoughts on the DOL proposals and the brokers are,… well, let’s just say they continue to ask for more.
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What’s the biggest impediment to saving for retirement? – You may be surprised to see what AARP’s David Certner has to say in the attached article. Before you read it, though, tell us what you think it is.
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Has the DOL sufficiently defined “best interests” under its new proposal? – Or are we going to have to wait for the courts to decide? The DOL is saying let the courts decide. Is that really in the best interests of, well, anyone?
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Universal “Fiduciary” Standard – For almost two years now, I have been expressing my frustration about the “Fiduciary” standard because I knew that the lobbying effort during the rules making process leading up to the proposed regulation would be intense and would be ruled by those with the most to lose. I could not believe that people on our sid…[Read more]

Hello, great site!

Welcome to Member News! This is the only group available to basic members. You’ll want to visit this group often to discover new benefits or critical “How-To” Answers. In fact, if you’ve got a question about the site, please ask it here. I’m sure you’re not the only one with the question and sharing it here will allow others to benefit from…[Read more]

For almost two years now, I have been expressing my frustration about the “Fiduciary” standard because I knew that the lobbying effort during the rules making process leading up to the proposed regulation would be intense and would be ruled by those with the most to lose. I could not believe that people on our side supported the idea.

I pos…[Read more]

Has the DOL sufficiently defined “best interests” under its new proposal? Or are we going to have to wait for the courts to decide? The DOL is saying let the courts decide. Is that really in the best interests of, well, anyone?
[bpfb_link url…[Read more]

What’s the biggest impediment to saving for retirement? You may be surprised to see what AARP’s David Certner has to say in the attached article. Before you read it, though, tell us what you think it is.
[bpfb_link u…[Read more]

The Evolution of 401k Benchmarks – what are your ideas? How we pick 401k benchmarks have changed over the years. What guidelines to select benchmarks do you use today that you didn’t use 10-15 years ago? Can’t remember that far back?
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