The Partners Circle

The mission of the Partners 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.

The New DOL Rule, 3(21) & 3(38)

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Fiduciary Responsibility Concerns & the Surge in Retirement Advisors

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Financial Wellness Programs: One Size Doesn’t Fit All

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New Lawsuits Target Excessive Retirement Plan Fees

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Your Employees & Retirement: Best Practices in Employee Communication

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ERISA Plans & Limitations

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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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