Matrix: DOL fiduciary rule may require new look at IRA rollovers

10/3/2013 | ThinkAdvisor · PlanAdviser.com

Now that the Department of Labor is considering putting Individual Retirement Account rollovers under its proposed new fiduciary rule, financial advisors and broker-dealers would be wise to take a new, hard look at their business models for IRA rollovers, says Matrix Financial Solutions. The company has released a practice guide addressing IRAs, existing ERISA rules and the Department of Labor's work on a new fiduciary rule.

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ThinkAdvisor · PlanAdviser.com

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