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What Just Happened?! SEC Waters Down Fiduciary Status

What Just Happened?! SEC Waters Down Fiduciary Status

News out of Washington D.C. has heads spinning in the fiduciary adviser community these days, mine included. As it considered the Regulation Best Interest rules package, the Securities and Exchange Commission (SEC) changed one word, and, in my...

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Documenting the Fiduciary Process: Tips for Plan Sponsors

Documenting the Fiduciary Process: Tips for Plan Sponsors

Retirement plan sponsors face a huge responsibility when providing a retirement plan for their employees. One out of three Americans has no retirement savings at all. Of the working-age families that do have some savings put away, the median...

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How Financial Advisers Get Paid, and Why You Should Care

How Financial Advisers Get Paid, and Why You Should Care

In June, the U.S. Department of Labor began transitioning toward full implementation of the Fiduciary Rule, which requires advisers who provide retirement advice to place their clients’ interests first. As I wrote in February, the Fiduciary Rule...

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The Fiduciary Work-Around You Should Know

The Fiduciary Work-Around You Should Know

Proponents of the U.S. Department of Labor’s (DOL) Fiduciary Rule suspected it might not survive a Trump presidency. And on February 3, Mr. Trump fired the first salvo – issuing a memo ordering the DOL to review the controversial rule. Since...

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403(b)Careful! Tips to Avoid the Pitfalls of High Fees and Hidden Charges

403(b)Careful! Tips to Avoid the Pitfalls of High Fees and Hidden Charges

If you’re a teacher or work for a school district, things are busy for you right now. With school starting, you’re likely consumed with lesson planning, parent-teacher nights, getting to know your students, and adjusting to your new schedule. And...

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