Cindi Hill
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Monthly Archives: June 2017
Finding Fees to Satisfy DOL Rule
A question I keep hearing is “how do I determine the fees associated with the 401(k) or other retirement plans that a client currently owns?” Good question and could be a difficult one to answer. Here are some suggestions: Ask … Continue reading
Be Aware When Wiring Funds for a Client’s Escrow
It has come to my attention that wiring funds to close an escrow for a client could end up with funds going to a hacker. My understanding is that most escrow companies will give the wiring instructions to the client … Continue reading
DOL Rule
As the effective date, June 9, 2017, rapidly approaches below is some information to keep in mind. As a “fiduciary” to a plan or a participant governed by ERISA’S prudent man rule and duty of loyalty, an advisor must engage … Continue reading
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