Author - Eve Kaplan

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Showdown in Retirement Planning: “The Wild West” vs. a Uniform Standard of Fiduciary Care

Showdown in Retirement Planning: “The Wild West” vs. a Uniform Standard of Fiduciary Care

by Eve Kaplan, Certified Financial Advisor(TM) Practitioner

Without realizing it, your retirement plan (including IRA accounts) might have you firmly planted in “The Wild West.  That’s because you likely are missing a Fiduciary Standard of Care (meaning your interests, as a client, are secondary to the plan provider interests involving making a lot of money). While there are significant improvements to retirement plans in recent years, there still is long way to go. On the plus, 401k and 403b investors now enjoy fee disclosures on quarterly statements, lower costs and the addition of low-cost index funds to defined contribution plans.  …

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