Plan Design, Operations, Outsourcing
HR, Health Care, Post-Retirement
Economic Commentary, Investment Trends, Market Insights
Business Wins, Job Changes, Mergers and Acquisitions
Investments, Platform Enhancements, Tools and Services
Court Decisions, Legislation, Regulations
Industry Trends, Plan Benchmarks, Statistics
Attitudes and Behavior, Education and Advice
Have you used such a tool, did you believe the results or take them seriously, and how did the results make you feel?
On the high-level question, “Is every communication with a financial adviser about retirement accounts a fiduciary recommendation?,” DOL answers simply, “No.”
According to its author, the legislation will “delay the implementation of a job-destroying rule … giving Congress and President-elect Donald Trump adequate time to re-evaluate this harmful regulation.”
Chances are they have trickled down from a managing partner study group.
Possibilities for the future of the fiduciary rule
Considerations for participants in light of the new fiduciary rule
But can robots serve effectively as fiduciaries?