DOL Proposal and a Fiduciary Standard

Much as been said speculated about and is still unknown regarding the DOL’s Proposal and it’s impact on the industry. I am linking to a few good articles that I have found add valuable commentary to the changes we can expect to see in the industry, and perhaps even to the DOL’s proposal itself.

An outline of the DOL Proposal:

And another from the US Chamber of Commerce:


Ron Rhoades: Scholarly Financial Planner


Comments from Mercer Bullard, a University of Mississippi Law professor:


DOL’s Proposal Affecting Rollover from 401k to IRA:


And Comments from Fiduciary News voicing their displeasure with the Proposal not going far enough:


And lastly, on the Solutions front comments from Michael Kitces on ever-changing compensation options: