How the New Fiduciary Ruling Might Save You Thousands in Retirement Savings

    Our Perspective
    | June 6, 2018

    Smart Insights from Professional Advisers at Kiplinger.

    On April 6, 2016, the Department of Labor issued a final ruling to expand the Employment Retirement Income Security Act that increases the level of fiduciary standards that advisers and brokers have when working with retirement plans.

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    Josh Levine

    Josh has been a member of the Telemus team since its inception in 2005. As a Partner and Senior Financial Life Advisor, Josh assists clients with strategy, financial planning, and holistic financial solutions. In addition to servicing clients, Josh is an integral part of the management team responsible for running the business of the firm.

    Josh Levine jlevine@telemus.com

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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