Posts by Michael Schellinger:
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Carriers are starting to formulate business rules in order to accept ERISA and IRA funds under the DOL rule for solicitations June 9th until Jan 1, 2018. We will keep a live document here to help navigate these waters click on this link to see what we are pulling from the different carrier communications Read […]
May 22nd 2017, the newly appointed Labor Secretary Alexander Acosta confirmed that the DOL fiduciary rule will held to the June 9th applicability date. Here are some needs to know: There will be no further delays in the rule from the DOL Two provisions are applicable in particular The expansion of who is a fiduciary […]