Publications

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Recent Insights

Interesting Angles on the DOL’s Fiduciary Rule #43

BICE Transition: More Than the Eye Can See

This is my 43rd article about interesting observations concerning the Department of Labor’s fiduciary rule and exemptions....

Interesting Angles on the DOL’s Fiduciary Rule #42

Rollovers under the DOL’s Final Rule

This is my 42nd article about interesting observations concerning the Department of Labor’s fiduciary rule and exemptions. These articles...

Inside the Beltway — April 25, 2017

Please join us for our 20th Inside the Beltway presentation on April 25, 2017. This is the next session in our ongoing series of...