Design and service your retirement plans to meet the goals of your organization, per ERISA, the Internal Revenue Code, and the Department of Labor.

What the New Department of Labor (DOL) Fiduciary Rule Means to You

By: Tim Hayes Financial Advisor - posted in: Employers - Last updated Nov 19, 2018

The Fiduciary Rule applies mostly to private sector retirement plans, such as 401(k)s, SEPs, SIMPLEs, and 403(b) plans that fall under ERISA. The administration believes the rule is needed because conflicts of interest are causing 401(k) participants and IRA owners to pay higher fees, resulting in smaller account balances.

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