You can help defend the fiduciary rule in court

The purpose of the fiduciary rule is to make sure that professionals who provide advice about retirement investments put the financial interests of their clients ahead of their own. To defend the fiduciary rule, we need to find members who have the following characteristics:

(1) invest in an IRA (not an employer-sponsored 401k);

(2) receive investment advice from a financial adviser, financial consultant, broker, or representative of a company selling investment products such as mutual funds or annuities (but not clients of registered investment advisers);

(3) pay for investment advice by commission (this would include, for example, purchasing class A mutual funds or most variable or fixed-indexed annuities, although there are also other products that are typically sold by commission); and

(4) plan to receive investment advice about their IRA after January 1, 2018, and pay for that advice by commission.

If you think that you have these characteristics, please complete and submit the following form.