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3 Reasons I'm Ditching SCHD For Better Alternatives (NYSEARCA:SCHD)
Seeking Alpha· 14 hours agoAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the...
The Biden administration has finalized a controversial new retirement rule — here are 5 things you...
MSN News· 2 days agoImportant information for anyone seeking retirement planning advice.
JD Supra: Dual registrant regulatory roundup
JD Supra· 5 hours agoEach month, Eversheds Sutherland Investment Services attorneys review significant regulatory developments (including notable rulemakings and guidance from securities regulators ...
JD Supra: How Has the DOL’s Fiduciary Rule Affected Plan Sponsors?
JD Supra· 2 days agoIs it really that bad even for plan sponsors, as we hear from the many critics of the DOL’s newest definition of a fiduciary? It may or may not be, depending in part on whether ...
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 ...
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 “
Final Fiduciary Rule – Part 2: Conflicted Transaction Relief for Investment Advice Fiduciaries | JD...
JD Supra· 4 days agoThe DOL’s rules apply with respect to retirement plans under ERISA and tax-qualified accounts under the Code, such as individual retirement accounts (IRAs), Archer MSAs, health savings accounts ...
DOL’s Latest Regulatory Package Expands Definition of Fiduciary
The National Law Review· 2 days agoThe Department of Labor ("DOL") recently issued a regulatory package that includes a final rule...
Learn More About Stephen Benevento CFP in East Greenwich, RI.
US News & World Report· 15 hours agoStephen Benevento is a financial advisor in East Greenwich, RI, and have earned their CFP. This...
The New Fiduciary Rule and Amended PTE 2020-02: Effective Date Considerations | JD Supra
JD Supra· 6 days agoIf the fiduciary advice results in compensation that the advisor would not have received absent the advice (for example, commissions or 12b-1 fees on IRA ...