Fiduciary services

New Retirement Savings Rule: Putting Your Interests First

The U.S. Department of Labor announced Oct. 31 a proposed rule to expand the scope of investment advice from a financial professional that would be considered a ‘Fiduciary’ under the Employee Retirement Income Security Act and Internal Revenue Code. Aligned with the Biden-Harris administration’s efforts to help protect retirement investors, the proposal would require trusted […]

New Retirement Savings Rule: Putting Your Interests First Read More »