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Stay up to date on the latest company news, developments, and releases; new product and services offerings; advocacy and policy activities; and opportunities for our members and the fiduciary community.

DOL Fiduciary Delay Would Be ‘Double-Edged Sword,’ Lawyer Says

ThinkAdvisor
August 10, 2017

Opponents and supporters of the Department of Labor’s fiduciary rule were quick to react to Labor filing on Thursday with the Office of Management and Budget to delay by 18 months compliance with the rule’s more onerous prohibited transaction exemptions, with one ERISA attorney characterizing the move as “continued agony.”
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Request for Information Regarding the Fiduciary Rule and Prohibited Transaction Exemptions

Fi360
August 07, 2017

Fi360, Inc. respectfully submits the following comments in connection with the Department of Labor’s (“DOL” or the “Department”) request for information (“RFI”) regarding the Conflict of Interest Rule (the “Rule”).
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Fi360 surpasses 10,000 active fiduciary professional designees

Fi360 Press Release
August 01, 2017

Milestone underscores firm’s long-standing commitment to supporting fiduciary excellence within the financial services industry.
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Executives urged not to delay use of best practices

Pensions&Investments
July 24, 2017

The Defined Contribution Institutional Investment Association is exhorting sponsors to improve their plans by greater use of best practices rather than hoping for more government guidance.
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