Retirement plan advisers are preparing for major changes

Big changes loom for retirement plan advisers.

The Labor Department is poised to move ahead with a fiduciary rule for brokers who work with retirement accounts, and the Supreme Court is set to weigh in on Tibble v. Edison International, a case that centers on whether retirement plan fiduciaries are protected by a statute of limitations on fiduciary violations.

We asked the experts: What best practices should retirement plan advisers make sure they have in place now given the coming shifts? Here’s what they said.

Read more from InvestmentNews here


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