Tagged dol

RiXtrema's DOL Fiduciary Rule Checklist Tells Advisors What They Need to Do Now
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RiXtrema's DOL Fiduciary Rule Checklist Tells Advisors What They Need to Do Now

 Advisors Answer Specific Questions; Can Ensure Regulatory Compliance Read More
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IEC National President Testifies Before Congress on Labor Shortage

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RiXtrema's Plan Monitor Ensures Compliance With Tibble v. Edison Decision on Continuous Monitoring
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RiXtrema's Plan Monitor Ensures Compliance With Tibble v. Edison Decision on Continuous Monitoring

 Plan Monitor Will Watch Plans 24/7 with Immediate Notification & Reduces Risk for Plan Fiduciaries Read More
Due Diligence Works, Inc. is Proud to Announce That Kate Meissner Has Joined the Firm
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Due Diligence Works, Inc. is Proud to Announce That Kate Meissner Has Joined the Firm

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CapitalRock and Due Diligence Works Are Proud to Announce a Strategic Alliance

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Silver Brings Clarity to Cost Basis and Fee Billing

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FolioDynamix, Redi2 Integrate to Better Serve Financial Advisors
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FolioDynamix, Redi2 Integrate to Better Serve Financial Advisors

 DOL rule, ability to scale drive decision Read More
Mosaic Financial Partners Voluntarily Moves Ahead on DOL Rule
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Mosaic Financial Partners Voluntarily Moves Ahead on DOL Rule

 Despite DOL inaction, RIA firm moves forward on formally adopting the Fiduciary Rule Read More
ActiveAllocator Receives Legal Opinion Confirming Fiduciary Standard Compliance
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ActiveAllocator Receives Legal Opinion Confirming Fiduciary Standard Compliance

 Opinion Affirms ActiveAllocator's Key Role in Helping Financial Advisors Meet Higher Fiduciary Standards Read More
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OutSolve and America's Job Exchange Announce Partnership

 OFCCP Compliance Solution Providers Unite Read More
AppCrown Announces Software Solution for Dept. of Labor Fiduciary Rule Compliance and Building a "Client First" Brand
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AppCrown Announces Software Solution for Dept. of Labor Fiduciary Rule Compliance and Building a "Client First" Brand

 AppCrown DFCS helps advisory firms comply with DOL Rule and gain an advantage over competitors by meeting a high "Best Interests" standard Read More
Efficient Advisors Offers Tips on Smart Plan Investing in the Post-DOL World
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Efficient Advisors Offers Tips on Smart Plan Investing in the Post-DOL World

 Helps Advisors Understand How to Take Plan Business to the Next Level Read More
PCS Launches IRA Rollover Tool to Help Advisors Transition $4 Trillion From "C" to Fee
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PCS Launches IRA Rollover Tool to Help Advisors Transition $4 Trillion From "C" to Fee

 DOL-Compliant Rollover Tool Smoothes the Way for Advisors in the Fiduciary Era Read More
RiXtrema Launches IRAFiduciaryOptimizer Software to Address DOL Fiduciary Rule Compliance
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RiXtrema Launches IRAFiduciaryOptimizer Software to Address DOL Fiduciary Rule Compliance

 Quantitative Methodology Ensures Regulatory Compliance, Puts Financial Advisors on New Playing Field Read More
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Project Injured Worker, a Non-Profit 501c(3) Introduces a Financial Assistance Program Dedicated to Injured Federal and State Employees

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Supreme Court Montanile Decision Will Reward $Trillions for Self-Insured ERISA Plans - ERISAclaim.com Demystifies

 Supreme Court Montanile decision on January 20, 2016 limits ERISA plan rights to subrogation lien recovery, but also rewards trillions of dollars in plan assets recovery for self-insured plans from across plan overpayment offsets by plan TPA's. ERISAclaim.com demystifies Montanile decision's $Trillions impact. Read More
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DOL Consolidates Strengths in Revolutionizing ERISA Plan Enforcement in October 1 Webinar

 Mary Rosen, Associate Regional Director of the Boston Regional Office of the United States Department of Labor Employee Benefits Security Administration (EBSA) and Jonathan Flitter, ERISA attorney, and Member of Fiduciary Doctors, LLC. Read More