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The New Fiduciary Rule (30): The One-Time Recommendation Definition | JD Supra
JD Supra· 13 hours agoThe fiduciary regulation and exemptions will be effective on September 23, 2024, although compliance with some of the conditions in the exemptions will be further delayed. One of the claims ...
DOL Finalizes PTE 84-24 Amendments | JD Supra
JD Supra· 1 day agoOn April 25, 2024, the U.S. Department of Labor (“DOL”) published its much-anticipated final regulation on the definition of “fiduciary” under section 3(21)(a)(ii) of the ...
DOL Amends Fiduciary Advice Definition Regulation | JD Supra
JD Supra· 1 day agoOn April 23, 2024, the U.S. Department of Labor (“DOL” or “Department”) issued a final regulatory package amending its fiduciary investment advice regulation and revising numerous existing prohibited ...
First Lawsuit Hits 401(k) Fiduciary Rule Opposed by Wall Street
Bloomberg Law· 13 hours agoThe US Labor Department’s new fiduciary rule drew its first legal challenge on Thursday, when the Federation of Americans for Consumer Choice and five insurance industry plaintiffs sued the ...
Equitable Holdings, Inc. (NYSE:EQH) Q1 2024 Earnings Call Transcript
Insider Monkey via Yahoo Finance· 15 hours agoEquitable Holdings, Inc. (NYSE:EQH) Q1 2024 Earnings Call Transcript May 1, 2024 Equitable Holdings,...
9 Best Retirement Plans for May 2024
GoBankingRates via AOL· 22 hours agoPlanning for retirement is an important financial step, and you have plenty of options to choose from when selecting a retirement plan. Understanding how...
A look at what's in the DOL's new fiduciary rule
Pensions & Investments· 7 days agoThe Department of Labor is out with a new fiduciary investment advice rule that make it so one-time advice, such as rollovers to individual retirement accounts or annuity ...
Biden's New Retirement Security Rule: Key Protections for Savers
TheStreet.com· 7 days agoThe Department of Labor's finalized "Retirement Security Rule" expands the definition of an investment advice fiduciary to safeguard retirement accounts from conflicted advice ...
Stifel CEO Finds Pleasant Surprises in Final DOL Fiduciary Rule | ThinkAdvisor
ThinkAdvisor· 4 days agoThe department posted a draft in October 2023 and published a final version of an investment advice...
What The New Fiduciary Rule Means For Your Retirement Savings
Forbes· 3 days agoAfter several abortive attempts over three presidential administrations, the Department of Labor...
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