U.S. Department of Labor

What does the U.S. Department of Labor Fiduciary Rule mean for you?

At Merrill Edge, putting our clients' interests first has been the primary focus of everything that we do. That same focus complements a new fiduciary rule issued by the U.S. Department of Labor (DoL) designed to raise the professional standard of care provided to retirement investors. The rule may require some changes to how we work with you, but it will never change our commitment to serving your interests today and in the years to come.
Beginning in 2017, we'll be announcing simplified investment choices to better meet the needs of all of our clients. We look forward to sharing additional information with you regarding these choices in the months to come. Until then, if you do have questions regarding whether or not these changes will affect you or your investment portfolio, please feel free to contact us at 888.637.3343.

Have questions
or concerns?

Call 888.637.3343