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JD Supra: The New Retirement Security Rule: Updated Fiduciary Definition under ERISA
JD Supra· 3 days agoDepartment of Labor (the “DOL”) promulgated a final rule, titled the “Retirement Security Rule” (the “Final Rule”), updating the definition ...
Private Fund Advisers, Breathe Easier: Fifth Circuit Vacates Private Fund Rules | JD Supra
JD Supra· 3 hours ago...adopted by the SEC in August 2023, resulting in a significant victory for private fund advisers.1 The Private Fund Rules made fundamental changes to the business and operations of private fund advisers by creating 1) the preferential treatment rule, 2) the restricted activities rule, 3) the...
Temporary RMD Relief Extended Through 2024
SmartAsset via AOL· 7 hours agoIf you inherited a retirement account, the IRS may have suspended your RMD deadlines. In Notice 2024-35, the IRS has deferred annual distribution requirements for beneficiaries of pre-tax retirement ...
Anson Funds, affiliate to pay $2.25M for fund disclosure violations
Compliance Week· 5 days agoDallas-based registered investment adviser Anson Funds Management and Toronto-based exempt reporting...
Economists Reveal 5 Money Moves You Should Make in 2025 Regardless of Whether Trump or Biden Win the...
GOBankingRates via Yahoo Finance· 2 days agoThe upcoming presidential election has the whole country abuzz, and for good reason. Whoever is...
District Court Denies Motion to Dismiss Forfeiture Complaint | JD Supra
JD Supra· 4 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 ...
I Waited Until the Last Minute to Take My First RMD. Will It Affect the Next One?
SmartAsset via Yahoo Finance· 3 days agoUnlike most personal finance questions, the answer to this one is short and simple: yes, waiting...
Elon Musk wins Tesla shareholder battle to keep his record-breaking pay
Yahoo Finance· 4 days agoComizio said shareholders might claim that the process leading to Thursday's vote suffered from the...
Amanda Diaz - Who's News Jun 16, 2024
Lancaster Online· 2 days agoAmanda Diaz, LPL Financial Advisor at Advisory Services Financial, LLC, Lancaster, PA, has earned her CFP® certification and has been authorized by CFP...
Arizona Legislature working on $17.2B spending plan works late Friday, resuming efforts today
Today's News-Herald· 3 days agoState lawmakers gave up enacting a new state budget late Friday, hoping to start over again Saturday morning. House Speaker Ben Toma told Capitol Media Services the votes are there for the package ...
