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Theodore P. Stein - Maryland Daily Record
The Daily Record· 7 days agoStein brings more than 30 years of employment law and litigation experience. Stein is an astute adviser on the Employee Retirement Income Security Act (...
JD Supra: A Matter of Trust – DOL Issues Final Amendment Broadly Expanding Definition of Investment...
JD Supra· 4 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 ( ...
JD Supra: DOL Expands Investment Advice Subject to Fiduciary Liability
JD Supra· 4 days agoPlan sponsors should review their services agreements and reach out to their financial services...potential conflicts of interest. Plan sponsors should ...
SECURE 2.0 'clarity' needed: Trade group asks IRS for guidance on key 401(k) provisions
BenefitsPRO· 1 day agoIn its guidance, the Treasury/IRS should provide additional clarity about the "reasonable...
Conservatives tied to Trump want to limit insurance coverage for abortions
Washington Post· 5 hours agoConservative policymakers influential with former president Donald Trump are discussing how to use a...
Final Fiduciary Rule – Part 2: Conflicted Transaction Relief for Investment Advice Fiduciaries | JD...
JD Supra· 2 days agoConcurrent with the issuance of Amended PTE 2020-02, the DOL released regulations redefining when a person gives investment advice as a “fiduciary” under the Employee Retirement ...
DOL Fiduciary Investment Advice - We Have Tread This Road Before, Has Anything Changed for Advisors?...
JD Supra· 7 days agoThe final rule updates the definition of investment advice fiduciary under ERISA and will generally be effective September 23, 2024, with a delayed compliance date of one ...
CMS Redesigns the Medicare Part D Prescription Drug Program Beginning in 2025 | JD Supra
JD Supra· 4 days agoThe Final Program Instructions reflect a newly defined standard Part D benefit design through several changes or enhancements to the Part D program beginning in 2025. Of those ...
Roth in Reality | PLANADVISER
PLANADVISER· 4 days agoPlan advisers and sponsors facing implementation of new rules outlined in the SECURE 2.0 Act of 2022 are up for a challenge— and experts say they’ll need further guidance ...
Non-guaranteed 401(k) income solution: A new in-plan 'annuity' option to offer workers
BenefitsPRO· 3 days agoRetirees may prefer a Non-Guaranteed Retirement Income Payout over guaranteed income options due to...