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How to select the right TDF for a 401(k) plan

August 15, 2017

The promise of TDFs is that they are designed to protect investor assets from the risk of large losses stemming from inadequate or improper portfolio diversification. But simply choosing any TDF won't do, because there are underlying risks of choosing the "wrong" TDF relative to other available options.
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Uncertainty Still Surrounds DOL Fiduciary Rule, Fi360 Says

Financial Advisor
August 11, 2017

Yet another potential delay of part of the U.S. Department of Labor's fiduciary rule perpetuates the uncertainty around this year’s long effort, says Blaine Aikin, executive chairman of Fi360.
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DOL Fiduciary Delay Would Be ‘Double-Edged Sword,’ Lawyer Says

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

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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