DOL Issues More Hurricane Matthew Relief for Plan Sponsors |
In addition to relief for hardships and loans provided by the IRS, the DOL is relaxing rules about contribution and loan repayment submissions and blackout notices.
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Technology-Committed Firms See a Lot to Like in DOL Fiduciary FAQ |
Attorneys and executives working for robo advice technology providers suggest the DOL fiduciary rule—as enumerated by the new FAQ publication—paves the way for their approach to succeed.
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Fiduciary Rule Could Curtail Providers’ Communications with Participants |
Broadridge looks at the new fiduciary rule’s “far-reaching implications for the retirement plan participant experience” and how to avoid pitfalls.
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Social Media Boosting Client/Adviser Relationships |
Although several regulations still limit use of social media in retirement planning and the wider financial-services industry, many advisers are finding that platforms like Facebook and Twitter are becoming excellent tools for building client relationships.
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