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The Labor Department has repeatedly claimed to be consulting with the Securities and Exchange Commission on its fiduciary reproposal — but a couple of key House Republicans would like to see some proof.
What do NAPA Net readers want to talk about? Plan sponsors.
This post marks the debut of “7 Signs That…”, a new series of columns by Don Trone and various colleagues and friends.
On a recent earnings call, LPL’s CEO Mark Casady explained why the firm is shutting down Nestwise, which had been an early entry into the robo advisor movement.
Plan trustees who also serve as fiduciaries tend to make the same kinds of mistakes. Writing in the most recent issue of NAPA Net the Magazine, Steff Chalk offers some suggestions to help sponsors and fiduciaries avoid potentially damaging errors.
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