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U.S. healthcare costs accelerated nearly twice as fast as inflation over the past 40 years, prompting employers to adopt insurance plans with higher deductibles. ....
Advisors must be in compliance with the new Department of Labor investment advice rule by the end of January. The impact on rollover business is significant. ....
In the Investment Advice PTE, effective since Feb. 16, 2021, the DOL announced that most recommendations to make a rollover are considered fiduciary investment advice. ....
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