Choosing the right financial advisor is crucial. Understanding the ERISA fiduciary rule empowers you to ask the right ...
The lawsuit is the second targeting the Labor Department’s latest effort to impose fiduciary responsibilities on retirement ...
The DOL went to lengths to armor its new fiduciary rule against legal challenges, but recent attacks by Congress and the ...
The DOL rule, they point out ... 23, advisers to sponsors of retirement plans will be held to a fiduciary standard even when giving one-time advice on plan investment menus, which not all advisers ...
The rule provides advisors, brokers and agents three routes for avoiding fiduciary mandates, attorney Fred Reish said.
There is a long-standing exception from fiduciary status, under the DOL rule, for "investment education." In other words, employers can provide a wide range of information about the HSA program ...
The effective date of the DOL fiduciary regulation is September ... To help you understand the new fiduciary rule, Carlton Fields’ ERISA and financial services attorneys have created an ...
In particular, Campbell takes issue with the DOL's much-publicized concession in the final rule that "sales activity" will not trigger fiduciary status. In reality, the rule text doesn't deliver ...
along with other trade groups requested a preliminary injunction Tuesday that would pause implementation of the DOL’s new rule regarding what it means to be a fiduciary when providing ...
If the first quarter is any indication, producers are motivated by the impending fiduciary rule going into effect starting ...
A coalition of insurance trade associations has filed a lawsuit against the US Department of Labor (DOL), seeking to overturn a regulation they argue limits consumer choice in financial ...
Distinguishing between sellers and advisors would have helped the fiduciary rule withstand lawsuits, the popular blogger says ...