Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account
Regardless if your clients are plan sponsors or individuals who invest in their retirement accounts, as the advisor you can be a great fiduciary by helping them to achieve their...Read More
DOL Fiduciary Rule Best Interest Requirements: Creditor Protection in ERISA Plans
Is it important to factor in safety from creditors during a 401(k) rollover? How safe was the money in the 401(k) and how safe will it be in an IRA?...Read More
“Arguably, the Most Comprehensive DOL Rule Solution”
Bob Veres researches DOL Fiduciary Rule software solutions and finds that “Arguably, the most comprehensive DOL Rule solution is IRAFiduciaryOptimizer, offered by RiXtrema”. Here is a link to his study:...Read More
Now You Can Compare Your Fees To Other Advisors
Hi all, We have released a novel and important database of advisory fees called FeeComp. It is based on SEC form ADV data. We have solved the main problem with that...Read More