Exploring the New DOL Fiduciary Investment Advice Rule

Learn how the New DOL Fiduciary Investment Advice Rule would expand the scope of “fiduciaries” under ERISA and the Internal Revenue Code by including financial ...

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

In its latest attempt in a fourteen-year old quest to update the circa-1975 definition of a fiduciary who renders “investment advice for a ...

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 ...

Department of Labor Releases New ERISA Fiduciary Rule | Insights

The DOL has finalized amendments to several PTEs to eliminate coverage of compensation arising from fiduciary investment advice. These ...

The DOL Fiduciary Rule Is Here – Are You an Investment Advice ...

The new rule defining an investment advice fiduciary is very dense. The test is now based on facts and circumstances rather than objective criteria.

myLaw CLE webinar: Exploring the New DOL Fiduciary Investment ...

The New DOL Fiduciary Investment Rule would, if it survives judicial scrutiny, redefine “fiduciary” investment advice to ERISA plans and individual retirement ...

Understanding the Department of Labor Final Fiduciary Rule

On April 25, 2024, the DOL published the Retirement Security Rule: Definition of an Investment Advice Fiduciary. Fidelity Investments provided an initial ...

Navigating the Impact of the New Fiduciary Rule on Insurers and ...

On April 23, 2024, the U.S. Department of Labor (the “DoL”) released its final rule (“Fiduciary Rule”) titled Retirement Security Rule: ...

DOL Fiduciary Rule Saga Continues: 2024 Fiduciary Rule Halted by ...

The 2024 fiduciary rule, by broadening the definition, would make more producers investment advice fiduciaries.

DOL Fiduciary Rule 2024: What It Means for Investors - Morningstar

The net effect: Anyone who holds themself out as a trusted advisor when providing advice will become an investment advice fiduciary, meaning ...

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 Finalizes Fiduciary Rule - SHRM

The Department of Labor's new fiduciary rule elevates retirement account investment advice standards, aiming to protect investors from ...

Department of Labor Releases Final Investment Advice Fiduciary Rule

On April 23, the Department of Labor (DOL) released its final Retirement Security Rule—also called the Fiduciary Rule—that it said will “protect ...

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

And investment advice fiduciaries must protect retirement investors from potentially dangerous conflicts of interest by complying with ...

DOL's new fiduciary rule: 6 takeaways for employers | Capital Group

The US Department of Labor (DOL) recently expanded its nearly 50-year-old fiduciary rule to include more types of investment advice and more people who provide ...

8 Important Changes in DOL's Final Fiduciary Rule - ASPPA

Finally, the DOL did note in the preamble that to the extent that sophisticated investors, such as investment professionals working for ...

Retirement Security Rule: Definition of an Investment Advice Fiduciary

The Department of Labor (Department) is adopting a final rule defining when a person renders "investment advice for a fee or other ...

Final Fiduciary Rule – Part 1: New Definition of Investment Advice ...

The final rule defines when a person is an “investment advice fiduciary” in connection with providing advice to an investor saving for ...

Labor Department issues final fiduciary rule related to investment ...

The final rule defines an investment advice fiduciary as a person who provides an investment recommendation to a retirement investor.

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

The rule replaces the agency's long-standing bright-line test for fiduciary investment advice with a new more fact-dependent standard that closely tracks last ...