401(k)

Important News for IRA & 401(k) Plan Participants

If you own an IRA or participate in a 401(k) plan, please read this important update regarding the new DOL rules. As we informed you last May, the Labor Department has issued new rules for tax-advantaged retirement accounts.  Potentially, they affect anyone who has an IRA or a 401(k) account.  They also impact IRA rollovers, and any investment recommendations that may be made pertaining to distributions from IRAs and...

New Department of Labor Fiduciary Rule

If you own an IRA or participate in a 401(k) plan, please read this document. The Labor Department has issued new rules for tax-advantaged retirement accounts. Potentially, they affect anyone who has an IRA or a 401(k) account. They also impact IRA rollovers, and any investment recommendations that may be made pertaining to distributions from IRAs and 401(k)’s. Under the new rules, any financial services industry professional who makes...