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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.

Article Review

Funding a 401(k) Vs. IRA: Which is More Preferable?

Gennady Prokofyev

09 Apr 2019

Choosing the right strategy for retirement savings is a challenge. Jamie Hopkins, the Director of Retirement Research at Carson Wealth, provides a clear cut comparison of the two most popular saving options: individual retirement account (IRA) and 401(k) profit sharing plan. Since...

A Qualified Default Investment Alternative (QDIA) is default investment option chosen by the company and given to plan participants who haven’t chosen their own portfolio.

Plan Fiduciary Plan Sponsors

Red Flag: Do 401k Plans Need a QDIA?

Daniel Satchkov

08 Apr 2019

What is QDIA? Why is QDIA important? What are the characteristics of a QDIA? Does a plan have to have a QDIA? What are the requirements of the plan sponsor? How to identify plans with no QDIA Red Flag: Do 401k plans...

15 Weekly Stats

15 Weekly Stats for Financial Advisors: Week of April 8, 2019

Daniel Satchkov

08 Apr 2019

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that allows our partners to provide the highest...

Article Review DOL’s Fiduciary Rule

Maryland Fiduciary Bill Rejected by Lawmakers

Daniel Satchkov

08 Apr 2019

Another great incentive initiated by the state of Maryland is rejected by the lawmakers of the state. The bill that was introduced in February of 2019 by the group of state senators had protectionism of consumers at its foundation. It was intended to...

Rollovers

Case Study: Eliminate IRA Rollover Worries for Your Clients

Daniel Satchkov

04 Apr 2019

The Ask When your client asks “What do I do with the money in my 401 (k) plan when I change jobs?” we can create a hypothetical scenario where a prospect/client is about to change their employment and this is actually very real...

Blog Full With Right Sidebar

DOL Rule Fiduciary 2.0: What’s happened and What’s coming?

Funding a 401(k) Vs. IRA: Which is More Preferable?

Red Flag: Do 401k Plans Need a QDIA?

15 Weekly Stats for Financial Advisors: Week of April 8, 2019

Maryland Fiduciary Bill Rejected by Lawmakers

Case Study: Eliminate IRA Rollover Worries for Your Clients

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