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Ann Schleck & Co.
Quick Hits Research #5: To be or not to be a co-fiduciary
Quick Hits is a series of fast reads that use Ann Schleck & Co. knowledge and experience to guide research you’ll find interesting, useful, timely, and filled with insights and recommendations that can improve your position in the retirement plan market.
Price: $2,500.00

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Quick Hits is a series of fast reads that use Ann Schleck & Co. knowledge and experience to guide research you’ll find interesting, useful, timely, and filled with insights and recommendations that can improve your position in the retirement plan market. We talked with 13 recordkeepers about conflict of interest. Seven of those recordkeepers provided details about how they are moving forward when the new DOL rules take effect on April 10, 2017. Here’s what we learned
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