IRA
-
Department of Labor Investment Advice
- December 9, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No CommentsRecently, 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.
Need Assistance?
If you have any questions or concerns we’d love to here from you. You can call us or email us by clicking on the button below.
TRG has been a partner for our executive leadership team making the process of switching, merging and eventually managing our 401K seamless and easy. Service to our team has been off the charts. Partnership and support has been unparalleled. Thank you, all!
Mitchell Reiner, CFP®, CIMA®
Capital Investment Advisors