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DOL’s Latest Regulatory Package Expands Definition of Fiduciary
The National Law Review· 24 hours agoThis is the DOL's third attempt to modernize the definition of an investment advice fiduciary to...
The Possible Economic Ups and Downs for the Middle Class If Trump Is Elected
GOBankingRates via Yahoo Finance· 47 minutes agoThe 2024 election is quickly approaching. After four years of President Joe Biden, Nov. 5 will be...
The 5 Key Pieces of Social Security Information You Could Be Missing
GoBankingRates via AOL· 4 days agoSocial Security is a massive program that issues payments to nearly 68 million Americans a month,...
How to register a domestic partnership
Bankrate via Yahoo Finance· 2 days agoThat’s sometimes called the “marriage bonus.” Another big consideration should be retirement, including Medicare and Social Security benefits. For...
JD Supra: A Matter of Trust – DOL Issues Final Amendment Broadly Expanding Definition of Investment...
JD Supra· 19 hours agoOn April 23, 2024, the Department of Labor (“DOL”) finalized its new package of amendments to the regulations defining who is a fiduciary by virtue of providing investment advice for a fee ( ...
The New Fiduciary Rule (35): The Education Exception | JD Supra
JD Supra· 3 days agoThe Department of Labor’s (DOL) final regulation defining fiduciary status for investment advice to retirement investors is effective on September 23, 2024. The exemptions ...
JD Supra: DOL Expands Investment Advice Subject to Fiduciary Liability
JD Supra· 5 days agoPlan sponsors should review their services...otherwise separating from service or a participant becomes eligible to take a distribution of benefits for any other reason. The ...
Morgan Stanley Says a Judge’s Ruling is ‘Wreaking Havoc’ on Its Deferred-Compensation Disputes
Barrons.com· 18 hours agoThe company is engaged in a lengthy legal battle with former financial advisors who say Morgan...
Some Experts Think Biden’s Retirement Security Rule Will Hurt Your Wallet
GoBankingRates via AOL· 7 days agoThe Department of Labor (DOL) announced in April that it had finalized its retirement security rule...
Final Fiduciary Rule – Part 2: Conflicted Transaction Relief for Investment Advice Fiduciaries | JD...
JD Supra· 2 days agoPTE 2020-02) on April 25, 2024. Concurrent with the issuance of Amended PTE 2020-02, the DOL released regulations redefining when a person gives investment advice as a “fiduciary” under the ...