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Labor Department defends fiduciary rule against lawsuit
Pensions & Investments· 1 day agoThe department finalized its fiduciary rule, formally known as the Retirement Security Rule, on April 23 to expand the definition of an investment advice fiduciary under ERISA ...
IRS updates rules for early retirement withdrawals due to emergencies, domestic violence
KRCR TV Redding· 12 hours agoThe IRS has some new guidance for people who may want to prematurely pull from their retirement...
JD Supra: DOL Publishes Final Regulation Expanding the Definition of an ERISA Fiduciary
JD Supra· 6 days agoOn April 25, 2024, the U.S. Department of Labor (the “DOL”) finalized a collection of regulatory changes in its ongoing quest to update the definition of a “fiduciary” under ...
JD Supra: The New Fiduciary Rule
JD Supra· 2 days agoThe DOL’s fiduciary regulation will be effective on September 23 of this year. As a result, beginning on September 23, one-time recommendations to retirement investors can be fiduciary advice ...
Final Fiduciary Rule — Part 3: Amendments to PTEs 84-24, 75-1, 77-4, 80-83, 83-1 and 86-128 | JD...
JD Supra· 2 days 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 of 1974 (ERISA) ...
The Biden administration has finalized a controversial new retirement rule — here are 5 things you...
MSN News· 5 days agoImportant information for anyone seeking retirement planning advice.
Can You Get Retirement and Disability at the Same Time?
GoBankingRates via AOL· 1 day agoIf you're approaching 62, the age when you can begin claiming Social Security Income benefits for...
I’m a Self-Made Millionaire: Here’s What I Gave Up To Become a Woman With Wealth
MSN News· 6 days agoWhen it comes to building wealth, certain sacrifices must be made along the way, especially if you...
JD Supra: Death, Taxes, and the Sale of Business Interests
JD Supra· 5 days agoIntroduction: What is Estate Tax and Who Has to Pay? Over 200 years have passed since Benjamin Franklin famously wrote, “in this world, nothing can be said to be certain, except...