How You Can Solve The Most Difficult DOL Rule Documentation Requirement
Today we are going to tackle one of the most difficult data challenges you will encounter in creating a best interest report. You are obligated to act in clients’ best...Read More
This Will Have Tremendous Implications For Your Practice
Something incredibly important just happened in the 401(k) plan sponsor space. An excessive fee lawsuit has been filed against a $9.2M plan with 114 participants. As we’ve been saying for...Read More