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Fee Disclosure

Everyone Means Well

March 18, 2019 in Fee Disclosure
Hidden fees in retirement plans will continue to be a hot topic as long as mutual fund fee subsidies are used to offset employer costs associated with the maintenance of 401(k) plans. The media is doing their part to inform American workers about their “free retirement plan” not being free.

New Fiduciary Rule. Ready, Set...Go!

Buckle up! The new fiduciary rule is here.   No doubt you have heard about the new "fiduciary rule" which will require many investment advisors who traditionally were not required to serve in a fiduciary capacity to raise their standard of care.  After going through some scrutiny under the new administration, the
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CARES Act – Plan Changes for COVID-19 Relief
The Coronavirus Aid, Relief and Economic Security Act (the “CARES Act”), became law today after...
Addressing Participant Concerns on Stock Market Volatility
Yesterday, March 16th, was the Dow Jones Industrial average’s third-worst day in its history. Plan...

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