Case Study: Working with Non-Audited Plans in 401kFiduciaryOptimizer
The Ask The 401kFiduciaryOptimizer is a great tool to analyze 401(k) plans, but it works mostly with audited plans with a Schedule H (Schedule of Assets) attached to their most...Read More
DOL Rule Fiduciary 2.0: What’s happened and What’s coming?
The fiduciary rule was initially supposed to be implemented on April 10, 2017 with a phasing-in period until January 1, 2018. Meanwhile, after the President Trump took office, he requested the rule to be reviewed. Then the implementation was pushed back to July 2019.