Tag Archives: Solo 401k Plan

DOL Proposed Regulation (Improving Investment Advice for Workers and Retirees Exemption) Impact on Retirement Accounts Including Solo 401k Plan

Intended to govern investment advice for for retirement account holders including IRAs and 401k plans such as self-directed solo 401k plans, on June 30, 2020 the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) released a guidance package entitled Improving Investment Advice for Workers and Retirees Exemption. The guidance package includes a News Release, Fact Sheet, Proposed […]

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