Latest News I am fully vaccinated against COVID!

Pension

What the New Department of Labor (DOL) Fiduciary Rule Means to You

What the Department of Labor Fiduciary Rule Means to You

What does the new rule mean for you? If you have a 401(k), the advisor fees might come down. If you roll over the 401(k) to an IRA, the fees in the IRA should be identical to what they were in the 401(k). If they are not, then the advisor must pledge to do what is in your best interest.

Continue Reading »

Financial Advisor Tim Hayes Believes The Department of Labor Got It Right

Financial Advisor Tim Hayes Believes The Department of Labor Got It Right

By striking a balance between new protections for consumers with additional burdens on the financial services industry, Financial Advisor Tim Hayes believes the Department of Labor (DOL) hit a home run with their new retirement advice rule. Fixing the Law By eliminating a 1975 rule, made when pension plans were

Continue Reading »

Scroll to Top