With Washington causing quite a stir in proposing changes to the definition of fiduciary, the Virtual PLANADVISER National Conference brought together experts to discuss the realities of such a ...

On April 25, 2024, the United States Department of Labor (USDOL) issued a final rule, the “Retirement Security Rule,” that significantly alters the definition of a “fiduciary” under the Employee ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Fiduciary deeds are just one of several types of deeds used in property transfers. This type is used to transfer property such as real estate when the owner can’t sign a deed for legal or other ...

The Biden administration unveiled the final version of its fiduciary rule Tuesday, effective Sept. 23. Like previous attempts, the rule will redefine the definition of fiduciary under ERISA. The ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

The Department of Labor better not wait too long to publish its redefinition of "fiduciary," a leading expert on retirement plan rulemaking said today. The DOL’s spring 2021 Regulatory Agenda ...

It indicates an expandable section or menu, or sometimes previous / next navigation options. Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate ...

The Securities and Exchange Commission has signaled it could move sooner rather than later on its own changes to investment advice and conflict of interest rules. Media reports are citing comments ...

Virtually the only thing left for the Department of Labor to do with its fiduciary definition rewrite is to essentially make all first-time advice fiduciary, analysts agreed during a Thursday webinar.

As businesses return to work after Labor Day 2021, a principal focus for companies that serve US retirement plans will be the impending December 20 enforcement date for the Labor Department’s (DOL) ...

Opponents of the Labor Department’s newly finalized fiduciary rule fired their first volley to kill it in the courts this week, with a lawsuit filed in Texas. The plaintiffs include the Federation of ...