The Department of Labor’s 2024 fiduciary rule has been vacated—bringing retirement advice standards back to a framework where not all guidance is held to the same level of accountability.

For federal employees nearing retirement, this creates an important distinction: the difference between one-time recommendations and ongoing fiduciary advice. While both can have a place, they are not the same—and the structure behind the advice often matters as much as the recommendation itself.

In this recent FedWeek article, I break down how the current rules work, why ongoing advice is typically held to a higher standard, and what federal employees should consider before making major retirement decisions like a TSP rollover.

Read the full article on FedWeek →