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Annuities Are Soaring in Popularity. They’re Not All as Safe as They Seem.
Barrons.com· 10 hours agoThe National Association of Insurance Commissioners has clear definitions and rules around...
The Biden administration has finalized a controversial new retirement rule — here are 5 things you...
MSN News· 20 hours agoImportant information for anyone seeking retirement planning advice.
JD Supra: A Matter of Trust – DOL Issues Final Amendment Broadly Expanding Definition of Investment...
JD Supra· 2 days agoSeyfarth Synopsis: On April 23, 2024, the Department of Labor released its latest attempt to amend its 1975 “fiduciary rule” and seven prohibited transaction class exemptions issued between ...
Biden’s IRS is using scare taxes to discourage legitimate tax strategies
The Hill· 17 hours agoThe IRS continues to issue press releases with cherry-picked or misleading data that cast long...
JD Supra: The New Fiduciary Rule
JD Supra· 6 days agoThe fiduciary regulation and exemptions will be effective on September 23, 2024, although compliance with some of the conditions in the exemptions will be further delayed. One of the claims ...
JD Supra: Labor Department Finalizes Investment Advice Fiduciary Rule Under ERISA
JD Supra· 2 days agoFor the second time in a decade, the Department of Labor (DOL) attempted to expand the reach (and requirements) of the Employee Retirement Income Security Act of 1974 (ERISA). The Final Rule ...
I’m a Retired Small-Business Owner: 5 Ways I Knew I Was Financially Ready To Retire
GoBankingRates via AOL· 5 days agoWhen working a traditional 9-to-5 job, most workers have a sense of when they can and will retire....
JD Supra: DOL Amends Fiduciary Advice Definition Regulation
JD Supra· 7 days agoOn April 23, 2024, the U.S. Department of Labor (“DOL” or “Department”) issued a final regulatory package amending its fiduciary investment advice regulation and revising numerous existing prohibited ...
JD Supra: DOL Expands Investment Advice Subject to Fiduciary Liability
JD Supra· 6 days agoFollowing previous failed attempts to expand the fiduciary liability of financial services providers, the DOL released a new rule that broadens the definition of “fiduciary ...
JD Supra: How Has the DOL’s Fiduciary Rule Affected Plan Sponsors?
JD Supra· 2 days agoDepartment of Labor’s (DOL) final regulations and certain prohibited transaction exemptions (PTEs)? Is it really that bad even for plan sponsors, as we hear from the many critics of the DOL’ ...