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Advocacy

Signed Comment Letter to DOL

Dec 22, 2023 · 446.6 KB Download

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On December 22, the Personal Financial Planning (PFP) Executive Committee commented on the U.S. Department of Labor’s proposal on the retirement security rule which refers a definition of an investment advice fiduciary.

Download the Signed Comment Letter to DOL

File name: Signed Comment Letter to DOL.pdf

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Tax

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Advocacy and Tax Relief
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