By William C. Grossman, ERPA, QPA, APR, Director of Education and Communications, McKay Hochman Co., Inc.
Editor’s note: I thought Bill Grossman did a great job succinctly summarizing the final investment advice regulations. This article appears courtesy of McKay Hochman.
The U.S. Department of Labor’s (DOL’s) Employee Benefits Security Administration (EBSA) recently issued […]
This is the first of what may become a regular column on issues we all deal with regarding retirement plans. So why rants? Among all the products, people, regulations and results, we all have a few issues to rant about!
The goal of this column is not simply for me to shout, but rather to […]
Other past issues (earn CE for 2017, 2016, 2015 issues only)
Read the entire issue to receive CE!
This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE.
Print and share