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The New Fiduciary Rule and Amended PTE 2020-02: Effective Date Considerations | JD Supra
JD Supra· 16 hours agoThe DOL’s new fiduciary advice rule, effective September 23, 2024, will cause many one-time recommendations to be fiduciary advice. As a result, many more ...
The DOL Fiduciary Rule Is Here – Are You an Investment Advice Fiduciary? | JD Supra
JD Supra· 16 hours agoThe Department of Labor’s final definition of “investment advice” fiduciary regulation makes many more individuals fiduciaries under both the Employee Retirement Income Security ...
I Want to Convert $865k to a Roth IRA. How Do I Avoid Paying Taxes?
SmartAsset via Yahoo Finance· 9 hours agoConverting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits –...
JD Supra: DOL Expands Investment Advice Subject to Fiduciary Liability
JD Supra· 1 day agoFollowing previous failed attempts to expand the fiduciary liability of financial services providers, the DOL released a new rule that broadens the definition of “
Honeywell completes a big acquisition. But it's not enough to bolster the lagging stock
CNBC· 3 hours agoHoneywell International completing its $4.95 billion acquisition of Carrier 's security business...
DOL's new fiduciary rule faces lawsuit filed by 9 insurance trade groups
BenefitsPRO· 5 days agoIn a group statement, the associations said the legal action came after careful deliberation on what...
The fiduciary rule and the rollover | JD Supra
JD Supra· 2 days agoThis requirement applied regardless of whether the rollover was made from an ERISA-covered plan or an IRA. The new fiduciary rule will provide that the...
Elon Musk accused of selling $7.5 billion of Tesla stock before releasing disappointing sales data...
Fortune via Yahoo Finance· 9 hours agoThe Tesla CEO faces claims he pocketed $3 billion in ill-gotten gains in late 2022 after learning Q4...
2024 Fiduciary Rule – Impact on HSAs and Health & Welfare Plans | JD Supra
JD Supra· 6 days agoThe Department of Labor (“DOL”) recently released a final regulation (the “Fiduciary Rule”) redefining “investment advice” under the Employee Retirement Income Security Act ...
The HSA implications of the DOL's fiduciary rule
InvestmentNews· 4 days agoMuch has been said about the Department of Labor’s fiduciary rule and its implications for IRA rollovers – but there is another area that could make...
