The Frugal Fiduciary Blog

NAPA stakes a position against the DOL’s fiduciary rule

Posted by Eric Droblyen on Jan 26, 2015

This month, the DOL is expected to propose a “fiduciary rule” for financial advisors that provide investment advice to retirement plans. This rule, also called the “conflict of interest rule for investment advice,” would subject brokers to the same fiduciary obligations as investment advisers. The DOL proposed a fiduciary rule in 2010, but that proposal was withdrawn in 2011 under heavy pressure from some lawmakers and lobbyists representing the financial services industry.
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Topics: retirement plans, fiduciary, 401k blog, DOL, 401(k) advisors

Going “Bold” on Safe Harbor Plans

Posted by Greg Carpenter on Sep 25, 2013

Safe Harbor Plan
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Topics: retirement plans, 401(k) Investments, 401k blog, safe harbor, 401(k), 401(k) advisors

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