🚨 Attention Financial Advisors: Our partners at Shore Tompkins Actuarial Resources have released a critical newsletter on the DOL's new fiduciary rule. Their comprehensive guide breaks down: ✅ Expanded definition of investment advice fiduciary ✅ Two-phase implementation timeline ✅ Practical compliance steps for advisors ✅ Key deadlines for SMMs, Form 5330, and Form 5500 Don't miss out on these crucial updates! Access the full newsletter here: https://lnkd.in/eUX2c2-M #LibertyCompany #ShoreTompkins #LibertyPartner #FiduciaryRule #DOLGuidance #FinancialAdvisors
Is your practice ready for the DOL's new fiduciary rule? ️🆕 The Department of Labor (DOL) recently finalized their game-changing rule impacting how financial advisors offer investment advice. Our latest newsletter unpacks everything you need to know: • Expanded Fiduciary Services: What new activities now require a fiduciary approach? • Compliance Deadlines: Understand the two-phase implementation timeline. ⏰ • Actionable Steps: Learn how to identify fiduciary services, educate your team, and stay compliant. • Plus! Don't miss key reminders about important deadlines. Stay informed! Dive into the full newsletter here: https://hubs.la/Q02Gqdh30 Questions? We're here to help! Contact us today to discuss how these changes impact your practice or clients: https://hubs.la/Q02Gqy6b0 #ShoreTompkins #LibertyPartner #FiduciaryRule #DOLGuidance #FinancialAdvisors