• by Bob Veres, Advisor Perspectives
  • 02/16/2017
  • PCSRetirement, Compliance, Fiduciary

DOL Fiduciary Compliance Part II: The most comprehensive solutions for RIA firms

Last year, as the DOL fiduciary rule was finalized, PCS CEO Mark Klein began fielding requests for a tool that would help advisors benchmark their fees for managing an IRA to the fees that clients were paying in company 401(k) plans. They also wanted a software solution that would make it easy to compare the transfer of another advisor’s commission-based IRA to their own fee-compensated fiduciary IRA management.

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