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Trump and the Fiduciary Rule – Managing Uncertainty
by Shelby George of Manning & Napier, 12/14/16

With Donald Trump named president-elect, a number of current policies have been put into question – including the DOL’s Fiduciary Rule. While the rule is not set to take effect until April 2017, there is question as to whether Trump could halt its implementation.

Navigating New Regulations: Changes Employers can Expect
by Shelby George of Manning & Napier, 9/28/16
Come April 2017, many financial professionals will find themselves acting as an ERISA-like fiduciary. The new rule broadens the definition of “investment advice” to impose ERISA-like fiduciary obligations on all advisors to qualified retirement plans as well as IRAs and other tax-deferred accounts, such as Health Savings Accounts.

DOL’s Fiduciary Rule Poses New Litigation Threat to IRA Advice
by Shelby George of Manning & Napier, 8/25/16
401(k) lawsuits have been a large topic of conversation in the retirement planning space, however the conversation is starting to take a different shape with the DOL’s Fiduciary Rule.
3 results found.