Blog

March 2016

Fiduciary Fuss

March 11, 2016 in Fiduciary Responsibility
Fiduciary rule will change the landscape...for some.    No doubt you have heard something 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.  Barring a significant upset, the rule will be finalized this

March 2016

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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