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  • Fiduciary Rule Round Up
  • Who is subject to the new rule?
  • Does the new rule only apply to investments in our retirement plan?
  • If this is about protection, what's the downside?
  • What Plan Sponsors Need to Know
  • Technically Speaking
  • Don't Get Ahead of Yourself Quite Yet…
  • Houston, We Have a Problem…

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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