2017 Rules to Protect Retirement

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Since 1999 our law firm has recovered more than $350,000,000 for victims of investment fraud and misconduct.
  • Jury Verdict Won Against Prudential Securities $262 Million
  • Recovered for 100-Year Old Widow $30 Million
  • Recovered in Retirement Losses $10 Million
  • Recovered for a Large Group of Individual Investors $6.5 Million
  • Recovered for Elderly Victim in Ponzi Scheme Case $3.8 Million
  • Recovered for Elderly Ponzi Scheme Victim $3.2 Million
  • Recovered for More Than 50 Families of Ponzi Scheme in California $3.2 Million
  • Recovered for 35 Families in Northeast Ohio $3.1 Million
  • Losses Recovered for 20 Retirees $3 Million
  • Recovered for Retired Physician Against Major Wall Street Firm Prior to Filing FINRA Arbitration $2.5 Million
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What Are the New Rules to Protect Retirement Accounts?

If you are working with a financial advisor for help with your IRA, 401k, or other qualified retirement accounts, then you will benefit from important new rules scheduled to go into effect in 2017, which make it clear that financial advisers for retirement accounts have a legal obligation to always act in your best interests.

The fiduciary rule, as it is often called, is an important win for consumers. Previously, financial advisers for retirement accounts were allowed to recommend products that put their own profits ahead of their clients’ best interests. This often led advisers to recommend expensive investments that offered big fees to brokers, but offered smaller returns to investors.

According to the U.S. Department of Labor, this conflict of interests cost investors about one percentage point lower annual returns on retirement savings, and $17 billion in losses every year. The new fiduciary rule is designed to put an end to these conflicts and protect investors from bad investment advice that hurts their retirement savings.

Generally, a fiduciary is a person who acts on behalf of another person, and who is always required to act in that person’s best interests. Now, because of the new fiduciary rule for retirement accounts, all financial advisers have a legal duty to provide advice that is in your best interests when helping with your retirement accounts.

Because of this change, retirement savers get better advice and better investment returns. In fact, it has been estimated that the new fiduciary rules will save investors as much as $40 billion over the next ten years. That’s more money in your retirement account and less in your broker’s pocket.

If you think that your financial adviser has put their interest ahead of yours and caused you to lose money, call us today for a free consultation and to discuss your rights as an investor.

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Meyer Wilson has represented over 1,000 individual investors in high-stakes claims across the country, and has recovered over $350 million on their behalves. See what former clients have to say about our team.

  • “I primarily worked with Courtney Werning throughout the process and she was informative and knowledgeable. I trusted and fully recommend Courtney and her team.”

    - S.R.
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    - R.G.
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  • “We went to arbitration with the other respondent and I got to see firsthand the level of professionalism and expertise the Meyer Wilson firm can deliver.”

    - D.V.
  • “Chad would take the time to call and talk with me. His explanations were always clear and concise. I also appreciate all the effort put into the details and statistics required to argue this case.”

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  • “Meyer Wilson was able to produce the results that we felt were obvious and warranted while several other firms and even state offices simply had trouble understanding let alone moving the case forward.”

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  • “My overall experience was positive and I would encourage anyone who even thinks they have been a victim of stockbroker misconduct to call David.”

    - S.T.
  • “Meyer Wilson represented me in a suit brought last year against my brokerage firm, securing a very fair and equitable settlement for me.”

    - R.G., M.D.
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