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This page contains a single entry by Associate Editor published on October 25, 2011 4:55 PM.

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Changes to ERISA Allow Retirement Plan Providers to Act as Advisers as Well

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Associate Editor
on October 25, 2011 TrackBacks (0) Comments (0)

Tara Siegel Bernard at the NY Times has written "Retirement Plan Providers Can Now Offer Own Advice". Currently, providers need to hire an independent adviser to provide advice to potential clients. On December 27, 2011, the rules will change to allow providers to act as advisers so long as the fees an adviser receives will be the same regardless of the products recommended, or the advice must be provided through the use of a computer model declared unbiased by an independent expert. 

Posted by Michael Nissenbaum, Associate Editor, Wealth Strategies Journal. 

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