Entries by Michael Seid

Is Your Advisor a Fiduciary?

Here at AxxcessLink one of the messages that we wanted to reinforce is that there are a lot of very good plans, designed and administered by fantastic people. However, there is a vast segment of plans that are laden with hidden fees and proprietary investments. Our objective is to give you practical insight into the […]

Key Reasons for a CPA to Take An Advocacy Role

2016 Final DOL Rule: “The changes in the retirement landscape over the last 40 years have increased the importance of sound investment advice for workers and their families. While many advisers do act in their customers’ best interest, not everyone is legally obligated to do so. Many investment professionals, consultants, brokers, insurance agents and other […]