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DOL’s Controversial Retirement Security Rule Faces Immediate Legal Challenge
The National Law Review· 14 hours agoOn April 23, 2024, the United States Department of Labor (DOL) issued updates to the investment ...
'$2 Million Is Nothing' Suze Orman Warns Don't Retire If You Don't Have At Least $5 Million Or $10...
Benzinga via Yahoo Finance· 12 hours agoOn the "Afford Anything" podcast, Suze Orman delivered a pointed critique on the notion of retiring...
Here's how much Americans have saved up in their retirement accounts by age — are you ahead or way...
MSN News· 3 days agoIf you’re like many Americans, you may not have enough saved for retirement.
The DOL’s Final Investment Advice Fiduciary Rule Is Here | JD Supra
JD Supra· 4 days agoadvice for a fee or other compensation, direct or indirect” (an “investment advice fiduciary”) under the Employee Retirement ...
New DOL Fiduciary Rule: Top 5 Facts Advisers Should Know | PLANADVISER
PLANADVISER· 19 hours agoQuestion: I am a registered investment adviser who provides advisory services to individuals....
Final Fiduciary Rule – Part 1: New Definition of Investment Advice Fiduciary | JD Supra
JD Supra· 2 days agoIf not delayed or overturned by new litigation, the DOL may have finally succeeded in replacing its long-standing “five‑part test,” first adopted in 1975 regulations, for determining when a ...
Do Managed Accounts Need a Rebrand? | PLANADVISER
PLANADVISER· 17 hours agoManaged accounts appear to work well for participants who use them, but may still be “lost in translation” when it comes to uptake and use, according...approach the subject ...
Do DC managed account programs have a PR problem? - InvestmentNews
InvestmentNews· 19 hours agoWhile managed account programs have a lot to offer 401(k) participants, particularly when it comes...
New Final Department of Labor Rules on Investment Advice are Immediately Challenged in Court | JD...
JD Supra· 4 days agoThe U.S. Department of Labor (“DOL”) recently issued final, new regulations (the “rules”) regarding who is considered an investment advice fiduciary that ...
The New Retirement Security Rule: Updated Fiduciary Definition under ERISA | JD Supra
JD Supra· 2 days agoIn addition, the DOL issued final amendments to several prohibited transaction class exemptions (“PTEs”) available to investment advice fiduciaries, which ...
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