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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 ...
The New Fiduciary Rule and Amended PTE 2020-02: Effective Date Considerations | JD Supra
JD Supra· 5 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 ...
I’m almost 70 with $2.4M invested. I was paying 1.35% to my adviser, who said that was a good deal –...
Market Watch· 5 days agoMy two sisters and I inherited their retirement accounts, which were managed by a large investment...
Learn More About Stephen Benevento CFP in East Greenwich, RI.
US News & World Report· 7 hours agoStephen Benevento is a financial advisor in East Greenwich, RI, and have earned their CFP. This...
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· 3 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 ...
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