DOL Proposed Fiduciary Guide | Rivers Edge Retirement

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Financial Professionals:

DOL Proposed Fiduciary Guide: Will it make life easier? (PARTNER’S EDGE NEWSLETTER 6.2.14)

In mid-March, the Department of Labor (DOL) decided it was time to address the challenges that Plan Fiduciaries are having with annual service and fee disclosures provided in connection Section 408(b)(2)… READ HERE

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RiversEdge...

...will deliver options. We are experienced and adaptable retirement professionals, and we work with you in the way that makes the most sense for you and your client. That means we can provide services that range from recordkeeping only to full plan administration, or other services as needed. In addition, our visibility can vary based upon what is right for each relationship.
...is easy to work with. You can easily request custom proposals, and we will provide you with the tools that allow you to review plan and participant information online, and to run the reports and get the data you need to effectively monitor your relationships.
...is cost-effective. Our independence allows us to remain custodian and investment neutral, and we pass through 100% of mutual fund plan reimbursements that we receive. In addition, our singular business purpose allows us to offer a participant-based fee recordkeeping structure with no asset-based administration fees.