Fiduciaries

6 Ways to Protect Yourself as a New Fiduciary

Okay, you have accepted the invitation to become a fiduciary for your company’s retirement plan. Now what? Here’s a simple rule to follow: As a plan fiduciary, you must always act in the best interest of the plan’s participants and their beneficiaries. No exceptions!

It’s normal to feel overwhelmed as you prepare for your first retirement plan committee meeting, so to help we have assembled a few best practices to help you get ready.

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Everything You Need to Know About the DOL's Fiduciary Rule Delay

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

The process to approve a new Fiduciary Rule by the Department of Labor is proving to be more of a marathon than a sprint. On August 9, 2017, the Department of Labor requested to delay review and applicability of the long-awaited fiduciary rule until July 1, 2019Here we unpack what led to this, what it means for you, and what direction we can most likely expect things to go next. 

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