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Compliance Courtenay Shipley 6/7/17 Compliance Courtenay Shipley 6/7/17

What investments you need to change for the DOL Rule

Multiple times today I've heard reports and seen documentation of "advisors" telling their clients that in order to accommodate the DOL's Fiduciary Rule, they need to make substantial changes to their organization's retirement plan's investment menu. But is that true?

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