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New Final Department of Labor Rules on Investment Advice are Immediately Challenged in Court
The National Law Review· 7 hours agoThe new rules were immediately challenged on May 2nd by the Federation... Choice, Inc., among others, in a lawsuit against the DOL and the Secretary of Labor filed in the ...
DOL's Retirement Security Rule Imposes New Fiduciary Standards on Financial Services, Insurance...
Law.com· 12 hours agoIn an attempt to extend more protections to IRA investments and related advice to move money to...
DOL Finalizes Investment Advice Fiduciary Rule | JD Supra
JD Supra· 2 weeks agoThe Final Regulations remain controversial and are expected to be the subject of various legal challenges.
Manulife Investment Management BrandVoice: Women’s Retirement Planning: Invest In Your Future Self
Forbes· 1 week agoGenerating lifelong retirement income is a challenge—and one that’s not shared equally between men ...
Department of Labor issues final regulation on investment advice fiduciaries | JD Supra
JD Supra· 2 weeks ago...Income Security Act of 1974 (ERISA) and related excise tax provisions of the Internal Revenue Code as a result of providing investment advice with respect to assets of an ERISA-covered employee benefit plan (an “ERISA plan”) or individual retirement account (IRA).[1] The Final Rule...types of ...
The 10 Best Investment Apps of 2024
Penny Hoarder via AOL· 1 week agoSome of the links in this post are from our sponsors. We provide you with accurate, reliable information. Learn more about how we make money and select...
Advice about 401(k) rollovers is poised for a big change. Here's why
CNBC· 2 weeks agoThe so-called "fiduciary" rule, issued April 23, aims to raise the legal bar for brokers, financial...
Retirement security rule: DOL defines the new role (and limitations) of a fiduciary
BenefitsPRO· 3 days agoLisa Gomez, head of the DoL's Employee Benefits Security Administration (EBSA) reiterated that the...
Investment Advice for College Graduates
etf.com via Yahoo Finance· 3 days agoAdvice for College Grads Investing is technically part of retirement saving, but advisors also encouraged investing beyond retirement ...
A Matter of Trust – DOL Issues Final Amendment Broadly Expanding Definition of Investment Advice...
JD Supra· 4 days ago...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 (an “investment advice fiduciary”) under the Employee Retirement Income Security Act of 1974 (“ERISA”) and amendments to certain...
