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IRA holder

Department of Labor Investment Advice
- December 9, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
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Recently, the DOL sent to the OMB the proposed Fiduciary Advice Rule. An understanding of when a firm and its representatives provide investment advice and thus act as fiduciaries is important.

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TRG has supported the Hanes Supply Inc. 401K plan for the last seven years. The service provided by TRG is world class. When it comes to the administration, recordkeeping for the plan and their year-end compliance, TRG’s annual plan audit always run smoothly. They are always there to answer any question that an associate may have and their web site is very informative and easy to use. Hanes Supply looks forward to working with TRG in the future.

Keith Anterline

Hanes Supply, Inc.

IRA holder

Department of Labor Investment Advice