Phil Troyer

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Scope of protecting participant account information not clear
RETIREMENT RETIREMENT PLANNING JUL 20, 2019
Scope of protecting participant account information not clear

By blocking access, sponsors may actually increase chance of harm.

3 significant anomalies in the DOL's new fiduciary rule
NEWS REGULATION AND LEGISLATION AUG 15, 2016
3 significant anomalies in the DOL's new fiduciary rule

The Labor Department needs to provide additional guidance regarding these irregularities in time for advisers to plan accordingly.