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About: Stephen Ostrofsky

For over 36 years, I've been involved professionally with the financial services industry in many capacities. With my client's best interest in mind, I have dedicated myself to investor advocacy and financial education in pursuit of their True North.

Recent Posts by Stephen Ostrofsky

Palm Beach Sheriff Office Employees Embarks on VEBA Plan to Manage Health Care Costs in Retirement

Palm Beach Sheriff Office Employees Embarks on VEBA Plan to Manage Health Care Costs in Retirement
The Police Benevolent Association (PBA), for employees of Palm Beach Sheriff Office (PBSO), has established a Voluntary Employee’s Beneficiary Association (VEBA) Plan for its deputies and employees, effective July, 1 2016.   VEBAs are IRS qualified, tax-free trust funds established to underwrite the future costs retired employee health insurance costs and almost any other future employee…
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New Department of Labor Rules Provides Greater Transparency for Investors Concerning Retirement Investment Advice

New Department of Labor Rules Provides Greater Transparency for Investors Concerning Retirement Investment Advice
  New Department of Labor (“DOL”) rules have been enacted to provide greater transparency for investors concerning retirement plan investment advice.  On April 8, 2016, the DOL defined the term “fiduciary”, as it relates to the new conflict of interest rule concerning “retirement investment advice”, designed to protect investor retirement accounts.  The new DOL changes…
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