DOL Releases Final Investment Advice Fiduciary Rule

The DOL's Final Investment Advice Fiduciary Rule Is Here | Locke Lord

... Department of Labor (the “Department”) released final regulations (the “Final Rule”) defining an investment advice fiduciary, as well as ...

Fact Sheet: Retirement Security Rule and Amendments to Class ...

On April 23, 2024, the U.S. Department of Labor released the Retirement Security Rule defining who is an investment advice fiduciary for ...

The DOL's Final Fiduciary Rule: What Private Fund Managers Need ...

On April 23, 2024, the U.S. Department of Labor (“DOL” or “Department”) released its final fiduciary rule, marking the completion of its ...

Department of Labor Releases New ERISA Fiduciary Rule | Insights

The DOL emphasized that the Final Rule is important because most retirement investors rely on the advice of investment professionals, such ...

DOL Releases Final Investment Advice Fiduciary Rule | Advisories

The Final Rule both (1) significantly expands the circumstances in which interactions between financial professionals and retirement plans and IRAs will be ...

DOL Finalizes Investment Advice Fiduciary Rule | Insights

On April 23, 2024, the Department of Labor released its final amendments to ERISA regulations that define an “investment advice fiduciary” ...

U.S. Department of Labor Publishes its Newest Fiduciary Rule

On April 23, 2024, the U.S. Department of Labor (DOL) released a final rule, titled the “Retirement Security Rule” (the Final Rule), ...

Department of Labor Releases Final Investment Advice Fiduciary Rule

This final rule updates the definition of an investment advice fiduciary under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue ...

What plan sponsors should know about DOL's final fiduciary rule

A new Department of Labor (DOL) regulation expands the scope of fiduciary investment advice under ERISA. The rule primarily targets financial services firms, ...

2024 DOL final fiduciary rule and redefinition of “investment advice”

On April 22, 2024, the Department of Labor (DOL) published a new final rule that defines who is an “investment advice fiduciary” and governs the provision of “ ...

The Department of Labor's Final Investment Advice Rule

On April 25, 2024, the Department of Labor (“DOL”) published in the Federal Register its final regulation on its “fiduciary rule” (the ...

The DOL's final fiduciary rule expands the scope of investment ...

The US Department of Labor issued a final rule expanding the definition of an “investment advice fiduciary” with respect to employee benefit plans and IRAs ...

DOL Final Fiduciary Rule Released - Groom Law Group

On April 23, 2024, the Department of Labor (DOL) released its new fiduciary investment advice definition in a package titled the “Retirement Security Rule” ( ...

Final Fiduciary Rule advances DOL's goal of expanding ... - DLA Piper

U.S. Dep't of Labor, which vacated the DOL's 2016 final fiduciary rule, the DOL published a new proposed investment advice rule on November 3, ...

Biden-Harris administration announces rule to protect retirement ...

The final rule and related amended prohibited transaction exemptions require trusted investment advice providers to give prudent, loyal, honest ...

DOL Fiduciary Rule Implementation Delayed. What Does the DOL ...

On April 23, 2024, the DOL finalized regulations titled the “Retirement Security Rule” (the Final Rule) that changed the longstanding meaning of what ...

Retirement Security Rule: Definition of an Investment Advice Fiduciary

The final rule defines when a person is a fiduciary in connection with providing advice to an investor saving for retirement through a workplace retirement ...

Ropes & Gray Discusses Labor Department's Final Fiduciary Rule

On April 23, 2024, the U.S. Department of Labor (“DOL” or “Department”) released its final fiduciary rule, marking the completion of its ...

A Matter of Trust – DOL Issues Final Amendment Broadly Expanding ...

In October 2010, the DOL first proposed regulations changing the definition of an investment advice fiduciary, which had been adopted in 1975, ...

Labor Department Finalizes Investment Advice Fiduciary Rule ...

Under the Final Rule, a person is now considered an investment advice fiduciary if, with respect to the funds of a retirement plan or IRA, they ...