Sec. Perez addresses fiduciary standard during CEO roundtable

As part of his personal initiative to listen to the opinions of those this regulation will affect, Secretary Perez recently chaired a 26-person roundtable in St Petersburg comprised of the CEOs, CFOs and directors’ of human resources for some of Tampa Bay’s largest and most influential corporations and not-for-profit organizations.    The topic of the roundtable was the very initiative Secretary Perez and President Obama announced on February 23 – the fiduciary standard of care for all retirement plans in the U.S. and the importance of eliminating the excessive fees and conflicts of interest currently embedded in many U.S. retirement plans.

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What happened when a Florida RIA brought DOL’s Tom Perez to his local business elite

Brooke’s Note: Sometimes you are happy you picked up the phone. Such was the case yesterday morning when Matt DiGennaro called out of the blue to say that his RIA had helped host Tom Perez the previous evening and that he would like to contribute an account of what happened. I felt like he was offering a slice of history, of democracy at work as well. I keep wondering whether the Department of Labor’s bid to make a rule with teeth that puts investors ahead of fee extractors is real and lasting. DiGennaro’s observations allay some of this concern. When it comes to retirement money, we can finally agree that we want free enterprise, not a caveat emptor free-for-all.

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An inside look at DOL chief Thomas Perez making the case for the fiduciary rule

As part of his personal initiative to listen to the opinions of those this regulation will affect, Wednesday in St. Petersburg, Florida, Secretary Perez chaired a 26-person round table comprising CEOs, CFOs and directors of human resources for some of Tampa Bay’s largest and most influential corporations and not-for-profit organizations. The event was hosted by Seabridge Wealth Management, a registered investment advisory firm that offers ERISA § 3(38) advisory services.

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Tampa tech firm wins recruitment war by focusing on employees’ end game: retirement

As part of his personal initiative to listen to the opinions of those this regulation will affect, Wednesday in St. Petersburg, Florida, Secretary Perez chaired a 26-person round table comprising CEOs, CFOs and directors of human resources for some of Tampa Bay’s largest and most influential corporations and not-for-profit organizations. The event was hosted by Seabridge Wealth Management, a registered investment advisory firm that offers ERISA § 3(38) advisory services.

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