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Category Archives: Qualified Retirement Plans

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True North Financial Advisors Provides Financial Advice for Federal Employees to Manage Retirement Plan Benefits

True North Financial Advisors Provides Financial Advice for Federal Employees to Manage Retirement Plan Benefits
Written by, Stephen Ostrofsky, CFP® True North Financial Advisors provides direction and advice to individuals who are current or former federal employees covered under the Federal Employee Retirement System (FERS).  Federal Employees have three retirement benefits that need to be coordinated, including: the Basic FERS Benefit Plan, Social Security and the Thrift Savings Plan. True…
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Personalized Investment Advice through Self-Directed Brokerage Accounts

Personalized Investment Advice through Self-Directed Brokerage Accounts
Written by Stephen Ostrofsky, CFP® The pursuit of personalized investment advice can sometimes be difficult for many Florida Retirement System (FRS) Investment Plan and PBSO Deferred Compensation Plan investors.  Self-Directed Brokerage Accounts (SDBAs) available in both of the above mentioned retirement plans has generally gone unnoticed by many PBSO deputy sheriffs and employees.  In January…
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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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