| OMB Reviews Second Fiduciary Rule Enforcement Delay |
| The final version of a proposed rule that will extend by 18 months the transition period for the implementation of the DOL fiduciary rule is now being reviewed by the Office of Management and Budget.
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| Fund Managers Respond to Shifts in Adviser Market |
| New research follows previous Cerulli analyses showing home-office discretion over advisory clients’ investment exposures will increase significantly under the DOL fiduciary rule and other competitive pressures.
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| IRS Relaxes Loan and Hardship Rules for Hurricane Maria, Wildfire Victims |
| To qualify for this relief, hardship withdrawals must be made by March 15, 2018.
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| Average 401(k) Balance Reached $99,900 in Third Quarter |
| This is a 2.25% increase from the average balance in the second quarter of the year.
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