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The New Fiduciary Rule (32): The DOL’s Final PTE 2020-02 | JD Supra
JD Supra· 39 minutes 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.
Biden Administration Issues Final Rule Expanding ERISA Fiduciary Definition, Enhancing Protections...
The National Law Review· 10 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· 8 hours agoDepartment of Labor (the “DOL”) promulgated a final rule, titled the “Retirement Security Rule” (the...
...Biosciences, Inc. Are Being Investigated for Potential Breaches of Fiduciary Duty by Leading Law...
Morningstar· 14 hours agoNEW YORK, May 14, 2024 (GLOBE NEWSWIRE) -- If you are a shareholder of Ventyx Biosciences, you are encouraged to obtain additional information by contacting Ross Shikowitz at ross@bfalaw.com ...
Adverse Possession in a Closely Held Company? ‘Stash’ This One Away | JD Supra
JD Supra· 19 hours 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 ...
The Fiduciary Institute’s 2024 Training Course Open for Registration | ThinkAdvisor
ThinkAdvisor· 2 days agoThe Fiduciary Institute has opened registration for its 2024 training course designed to educate and...
We used a large broker in the past who charged thousands in annual fees — then got bad returns. Now...
Market Watch· 13 hours agoQuestion: We are nearing retirement and live in Grand Rapids, Mich. We have used a large broker in...
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 ...
The New Fiduciary Rule (31):The DOL’s Final Fiduciary Definition Compared to the Proposal | JD Supra
JD Supra· 6 days agoOn April 25, 2024, the Department of Labor published its final regulation on defining fiduciary status for investment advice, and the related exemptions, in the Federal Register ...