Landmark Victory for Retirement Savers!

As a member of the Save Our Retirement coalition, Rebalance IRA has been a strong supporter of the U.S. DOL “Fiduciary” rule, with Managing Director Scott Puritz testifying before the U.S. Senate in favor of these historic pro-consumer protections.

U.S. Department of Labor Forces Brokers to Disclose Hidden Fees

In a historic pro-consumer move, the U.S. Department of Labor today approved a landmark federal rule requiring those who advise retirement investors to disclose hidden fees and act in the best interests of their clients. This measure is expected to save hard-working Americans billions of dollars while driving much needed reforms of the stock brokerage, mutual fund and insurance industries.

Read more about Rebalance and our Firm’s key role in making retirement investing safer for all Americans.