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January 13 2015

White House Memo: A Moment of Opportunity for Fiduciaries to Retirement Plans

February 5, 2015 by admin

Famous showdown between "Fast Eddie" Felson and “Minnesota Fats” in the iconic American film, The Hustler
Showdown between “Fast Eddie” Felson and “Minnesota Fats” in the iconic American film, The Hustler

If you think we’re letting go of the “fumbling children” reference made by FSI chairman Adam Antoniades, you have another thing coming. He reminds me of the proud “Minnesota Fats” character in the classic film The Hustler— he doesn’t want to recognize the truth and talent of the situation he’s faced with by “Fast Eddie” Felson (Paul Newman), because it means that his reign as best player has ended.

Mr Antoniades goes so far to call the leaked White House Memo from January 13 simplistic, though it refers to more PhD studies than his fumbling response could even spell, so he’ll have to try and respond again.

[Read more…] about White House Memo: A Moment of Opportunity for Fiduciaries to Retirement Plans

Filed Under: Blog, Castle Rock Investment Company, Fiduciary, Industry News, Michele Suriano, Retirement Plans, Uncategorized Tagged With: #SaveOurRetirement, Castle Rock Investment Company, Conflicted Investment Advice, Department of Labor, Discussions, Fiduciary, FSI, Google Scholar, Investment Advisor, January 13 2015, Michele Suriano, Opinion, Phyllis Borzi, Registered Investment Advisor, retirement, retirement advice loophole, Retirement Industry, Save Our Retirement, White House Memo, workplace retirement plans

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Castle Rock Investment Company, formed in 2006, is an independent woman-owned SEC-registered investment adviser located in Castle Rock, Colorado. We specialize in individual financial plans and qualified service plans.

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