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 […]
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. Read the entire issue and pass the online quiz to receive continuing education credit.
Print and share