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Tag "Ryan Brown"

The Impact Of New Fiduciary Rule On 401k Plan Sponsors

    The Impact Of New Fiduciary Rule On 401k Plan Sponsors

Here’s where the greatest controversy of the new Rule, as with its predecessors, comes to a head.

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How Do You Prep For The Coming IRA Rollover Fiduciary Rule?

    How Do You Prep For The Coming IRA Rollover Fiduciary Rule?

In a nutshell, what was initially considered a “pick me because you like me” decision on the part of the prospect has been reframed as a “pick me because I sold you investments” decision. It’s a subtle distinction, but it drives the difference between a fiduciary act and a non-fiduciary act.

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Retirement Savers’ Most Taxing Misconceptions

    Retirement Savers’ Most Taxing Misconceptions

Comprehending the tax code is not an activity for the faint of heart and most retirement savers would faint if they saw the actual codebook. The problem with current tax code is that it may not be the same in the future. This realization can have profound impact on the retirement savings strategy one undertakes.

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DOL Fiduciary Rule’s Conflict-of-Interest Split Personality

    DOL Fiduciary Rule’s Conflict-of-Interest Split Personality

The DOL’s new Rule both discourages and permits continued conflicts-of-interest.

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