David Kaleda was quoted in the PLANADVISER article, Was 2015 the Year of the Fiduciary? by John Manganaro published on December 21, 2015. The article discussed DOL’s fiduciary rulemaking effort in 2015 and the industry professionals views on the rule. Kaleda predicted that in two to three years, unless there are major changes to the rule language, most advisers will be functional fiduciaries at the least with respect to IRAs, tax-qualified 401(k) and 403(b) plans governed by ERISA.


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