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Josh Levine has been a member of the Telemus team since its inception in 2005. As a partner at Telemus, he works with individual members on comprehensive financial life management issues. He also assists business owners with evaluating their qualified retirement options, such as 401(k), profit sharing and cash balance plans. Prior to joining Telemus, Levine worked at Towers Perrin, advising Fortune 100 companies on their employee benefit plans. He is a proud graduate of the University of Texas and completed his MBA at Emory University.
The rule that was designed to protect retirement investors was years in the making. Here's what it aims to do, and the effects if it ever (or never) gets implemented.
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All investors should benefit from the requirement to have financial advisers act in the best interests of their clients.