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Biden Administration Issues Final Rule Expanding ERISA Fiduciary Definition, Enhancing Protections...
The National Law Review· 22 hours agoOn April 23, the US Department of Labor (DOL) released a final rule significantly expanding the...
The New Retirement Security Rule: Updated Fiduciary Definition Under ERISA
The National Law Review· 21 hours agoDepartment of Labor (the “DOL”) promulgated a final rule, titled the “Retirement Security Rule” (the...
Grayscale’s Bitcoin Fund Has Hefty Fees. Why You Might Be Stuck.
Barrons.com· 37 minutes agoNot so these Bitcoin ETPs. According to Section 36(b) of the 1940 Act, “the investment adviser of a...
Ohio AG files lawsuit to remove two state teachers' pension board members
The Columbus Dispatch via Yahoo News· 1 hour agoOhio Attorney General Dave Yost filed a lawsuit on Tuesday to remove two board members of the State...
The New Fiduciary Rule (32): The DOL’s Final PTE 2020-02 | JD Supra
JD Supra· 2 days agoOn April 25, 2024, the Department of Labor published its final regulation defining fiduciary status for investment advice and the related exemptions—PTE 2020-02 and 84-24.
U.S. Department of Labor Issues a New ERISA Fiduciary Rule | JD Supra
JD Supra· 2 days agoOn April 23, the U.S. Department of Labor (DOL) finalized its latest effort to change the rules for determining who a fiduciary is under the Employee Retirement Income Security ...
The DOL’s Final Investment Advice Fiduciary Rule Is Here | JD Supra
JD Supra· 2 days agoIn its latest attempt in a fourteen-year old quest to update the circa-1975 definition of a fiduciary who renders “investment advice for a fee or other compensation, direct ...
Teachers do not deserve retirement system worries
The East Liverpool Review· 8 hours agoOhio teachers deserve better than the worry being stoked by questions about the State Teachers Retirement System. Gov. Mike DeWine is right to be seeking an investigation, after Aon made several ...
Adverse Possession in a Closely Held Company? ‘Stash’ This One Away | JD Supra
JD Supra· 1 day agoIn most jurisdictions, that status as a shareholder obligates you to a heightened fiduciary duty to your fellow shareholders. Now imagine that your closely held corporation ...
Learn More About Tyler Bailey in San Ramon, CA.
US News & World Report· 16 minutes agoTyler Bailey is a financial advisor in San Ramon, CA. Find a financial advisor who specializes in the area of expertise you require. An advisor with a...
