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Final Fiduciary Rule — Part 3: Amendments to PTEs 84-24, 75-1, 77-4, 80-83, 83-1 and 86-128 | JD...
JD Supra· 34 minutes agoOn April 25, 2024, the U.S. Department of Labor (DOL) released regulations redefining who is an investment advice fiduciary under the Employee Retirement Income Security Act ...
The New Fiduciary Rule (36): Confusion about Annual Retrospective Reviews | JD Supra
JD Supra· 1 day agoThe Department of Labor has issued its final regulation defining fiduciary status for investment advice to retirement investors and the related exemptions for prohibited conflicts—PTE ...
JD Supra: The New Retirement Security Rule: Updated Fiduciary Definition under ERISA
JD Supra· 5 days agoDepartment of Labor (the “DOL”) promulgated a final rule, titled the “Retirement Security Rule” (the “Final Rule”), updating the definition of an “investment advice fiduciary
Do you need financial advice? Here are 5 signs you’re ready for a financial advisor
USA Today· 1 day agoFinding a financial advisor who truly understands your unique situation is crucial, especially for...
GoLocalProv | Business | Siedle: I Believe Pension Looting Under Raimondo Constitutes Elder Abuse
GoLocalProv· 3 days agoToday I received a message from my financial adviser Charles Schwab & Co. informing me that “June 15...
Second Circuit Holds Plan Arbitration/Class Action Waiver Provision Unenforceable | JD Supra
JD Supra· 2 days agoSasson held an arbitration and class action waiver provision in an Employee Stock Ownership Plan document was unenforceable because it barred a form of relief guaranteed under ERISA to plan-wide ...
We're trimming an AI winner and putting some of the proceeds into a data center power play
CNBC· 1 day agoShortly after the opening bell, we'll be selling 10 shares of Broadcom at roughly $1,853 and buying...
Receiver Appointed to Multifamily Assets in Lerner Family Lawsuit
The Real Deal· 2 days agoDeveloper Michael N. Lerner’s control of a Chicago multifamily portfolio has been paused, as a...
Here are 9 stocks that can benefit from Fed interest rate cuts
CNBC· 6 days agoThe S & P 500 and Nasdaq extended their record rallies this week following cooler-than-expected...
District Court Denies Motion to Dismiss Forfeiture Complaint | JD Supra
JD Supra· 5 days agoIn December, we suggested, contrary to popular opinion, that serious attention should be given to the filing of several class action lawsuits alleging that plan fiduciaries violated ERISA by ...