The Department of Labor’s announcement has raised many questions for people who will be affected by the new Fiduciary Rule. To help keep you informed and up-to-date, we’re providing a fact sheet from the DOL as our Resource of the Month. We hope you’ll find this helpful and a great place to get answers to any of your questions.
You may have have seen the recent news about the Department of Labor’s Fiduciary rule. The Robin S. Weingast & Associates team has been closely involved in understanding this rule and we are keeping a close eye on what these changes mean for our clients. For over 30 years, we have made our clients’ benefits and retirement plans our priority, and we look forward to continuing that tradition. The rule goes into effect in April 2017, with full implementation due by January 2018. This will give us all time to work to make sure you understand the rule and feel comfortable about your retirement savings path.
As a fiduciary, I am already held to the highest standards when it comes to keeping fees to a minimum and ensuring that your retirement plan works for you. You can expect the same level of service and attention to your finances as the DOL’s new rule is implemented.
If you have any questions, concerns, or want to know more about this new rule, I invite you to contact me today.
I look forward to hearing from you and to our continued success.
Robin S. Weingast
President & Owner, Robin S. Weingast & Associates