Posts Tagged DOL Fiduciary Rule

Welcome to InFRE’s January, 2018 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is no longer eligible […]

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Posted in: Quarterly Issue Home Page

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January, 2018 InFRE Update: True Retirement Professionals

The International Foundation for Retirement Education (InFRE) created the Certified Retirement Counselor® (CRC®) certification in 1997 to raise the retirement readiness of the American worker by advancing recognition among financial professionals of the importance of earning a retirement-specific certification. To meet the requirements of today’s fiduciary environment, we believe it is critical to have an […]

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Posted in: The InFRE Update

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The DOL Fiduciary Rule and Your Duty of Care

 By Blaine Aikin, AIFA®, CFA, CFP®, Fi36 There is a famous quote from Supreme Court Justice Benjamin Cardozo where he talks about the difference between fiduciary standards versus rules of the marketplace. He begins with “a trustee” – and whenever he talks about trustee, that is the classic way of thinking about a fiduciary. It […]

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Posted in: Retirement Plan Administration

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