Hopefully, The Department and Labor (DOL) and Security and Exchange Commission (SEC) will continue to move towards placing employees first in company 401(k) plans. One step they are considering in raising the legal bar on the advisors to 401(k)s. Acropolis fully supports a stronger fiduciary standard, the lowering of plan fees, and encouraging more effective employee education, as profiled in Financial Advisor Magazine article below.
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David is a trusted advisor to 50 families, delivering comprehensive financial solutions, including financial planning, investment management, cash management, tax planning, estate planning, and charitable giving. As Chief Investment Officer, he leads the Investment Committee and the research and trading team. His team continuously evaluates investment strategies and securities, working closely with Portfolio Managers to implement them effectively.