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Blogs

The mission of blogging is to empower all of us to go directly to each other with our expertise. FiduciaryFirst is considered an industry leader and our knowledge and informative blogs can help you gain an understanding about key topics within the industry.

Brexit and Your 401(k)

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The DOL Fiduciary Rule

The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect tax-deferred retirement savings plans. In the more than 40 years since then, retirement plans have evolved significantly and now are more important than ever to workers and their families. The Department of Labor (DOL) recently adopted a final rule for plan sponsors that adds an extra layer of protection to help better protect retirement savings. The new rule will be phased in over time, with many requirements becoming effective by April, 2017. All of the new rule’s provisions will be in effect by January 1, 2018.

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Saving for Retirement: Watch Out for Out-of-Date Advice

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Improve Your Plan Participants’ Financial Literacy

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ERISA Plans at FiduciaryFirst

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The Features of 457 Government Plans

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Auto-Enrollment: How Should Your Plan be Structured?

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Financial Wellness: Tailor Your Program to Your Employees

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Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113

Email: info@fiduciaryfirst.com 

Disclaimer

Retirement Plan Consulting Program and other advisory services offered through LPL Financial, a registered investment advisor.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

 

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