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Links to Key Papers and Articles
FAN Adviser Program Description
What's an Erisa fiduciary to do?
Fiduciary Adviser Compensation
Who Wants to be a Fiduciary Adviser
Dalbar
Announces Enhancements to 401(k) Adviser Certification and Fiduciary Adviser Network (FAN) in Response to DoL Requiring Due Diligence for Advisers
Analysis of DoL Bulletin on PPA Advice Exemption
DoL Bulletin on PPA Advice Exemption
PPA - Gateway to the Fiduciary Adviser Business
Relief!: A DC Plan Sponsor Guide to PPA
Impact of Pension Protection Act on DC Market
Dalbar
SEC No Action Letter
HR4 Pension Protection Act
Fiduciary Adviser Presentation
James LaRue v. DeWolff, Boberg & Associates, Inc. Recap
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