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The New Fiduciary Rule (33): The DOL’s Final PTE 84-24 | JD Supra
JD Supra· 8 hours 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 ...
Was The 401(k) A Mistake?' Here's What People On Social Media Think
Benzinga via Yahoo Finance· 4 days agoThe debate captured a range of opinions reflecting the complexities of retirement savings in the...
I’m a Financial Expert: This New Rule Will Change the Retirement Advice I Can Give You
GOBankingRates via Yahoo Finance· 7 days agoA new proposal from the U.S. Department of Labor that aims to protect retirement investors could...
Client Alert: A Second Wave: FinCEN and SEC Further Extend Investment Advisers’ AML Obligations with...
JD Supra· 19 hours agoIn a sequel to FinCEN’s proposal earlier this year to extend anti-money laundering and Bank Secrecy Act regulations to investment advisers (AML/BSA Proposal), on May 13, 2024, FinCEN and the ...
JD Supra: Retirement Lost & Found: DOL Proposes Voluntary Reporting
JD Supra· 3 days agoThe database – referred to as the Retirement Savings Lost and Found (the “Lost.... Consequently, DOL has issued a proposed procedure (the “Proposal”) to collect data directly from plan ...
JD Supra: The Focus of Federal Proposals on Pharmacy Benefit Management – 118th Congress
JD Supra· 5 days agoOver the past several years, legislators across the country have focused their attention on Pharmacy Benefit Managers (PBMs) due to concerns expressed over a variety of industry...
NQDC Complications and Best Practices | PLANADVISER
PLANADVISER· 4 days agoWhile nonqualified deferred compensation plans are a valuable benefit program, they can also pose unexpected complications for plan administrators and executives ...
401(k) Real Talk Transcript for May 15, 2024
WealthManagement.com· 6 days agoQuoting the trinity of recent detractors, New School’s Theresa Ghilarducci, Boston College’s Alicia Munnell and BlackRock’s CEO Larry Fink, Steinberger describes how a little known and understood ...
Small Business - Cordele Dispatch | Cordele Dispatch
Cordele Dispatch· 7 days agoEdelson Lechtzin LLP, a leading class action law firm, is investigating securities fraud claims on behalf of investors in Akero Therapeutics, Inc. (NASDAQ: AKRO) between September 13, 2022, ...
Small Business - The Brewton Standard | The Brewton Standard
The Brewton Standard· 7 days agoNEWTOWN, Pa., May 13, 2024 (GLOBE NEWSWIRE) -- Edelson Lechtzin LLP, a leading class action law firm, is investigating securities fraud claims on behalf of all investors of Malibu Boats, Inc. (NASDAQ: MBUU) between November 4, 2022, and April