Fiduciary

For the Department of Labor's Fiduciary Ruling

Are you ready?

1 What does this mean?

2 How will you respond?

3 Be prepared

4 We can help

As the DOL fiduciary rule begins to take effect next April, all financial advisers will be required to recommend what is in the best interests of clients when they offer guidance on 401(k) plan assets, individual retirement accounts or other qualified monies saved for retirement.

RULING

LEARN MORE

HOW WILL YOU RESPOND?

Create an action plan so you're prepared to process qualified funds. Don't lose out on business because you're not ready.

START YOUR ACTION PLAN

BE PREPARED

April 10, 2017 will be here before you know it. Prepare you business accordingly so you're ready to help your clients to the best of your ability.

PREPARE YOUR BUSINESS

WE CAN HELP!

We can help you make sense of the DOL fiduciary ruling. We'll help you understand how it will effect your operations and will help you create an action plan to keep your business running smoothly. We have the tools and the support to help you survive this latest change to our industry!