- by Bob Veres, Advisor Perspectives
- PCS, Compliance, Fiduciary
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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