In the News

Title

Final Fiduciary Rule: What It Means

Document Type

Article

Publication Date

5-2016

Abstract

The final Department of Labor (DOL) “Conflict of Interest” rule pulled a few punches, but got in a surprise jab at fixed indexed annuities. On the positive side, the DOL rescinded some of the requirements and amended one of the most troubling items, which was the timing of the paperwork for the client.