Retirement Security Rule

Retirement Security Rule: Definition of an Investment Advice Fiduciary

Employee Benefits Security Administration (EBSA) proposes new standards for retirement investment advice. Discover how it affects investors and providers.

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

The Department also released final amendments to class prohibited transaction exemptions (PTEs) available to investment advice fiduciaries, ...

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 ...

The final Retirement Security Rule | J.P. Morgan Asset Management

On April 23rd, The Department of Labor announced updates to the investment advice fiduciary regulation. It's important review the rule and ...

Retirement Security Rule: What It Is and What It Means for Investors

The Retirement Security Rule states that anyone who provides investment advice for a fee to a retirement plan investor is considered a fiduciary.

Department of Labor Releases New ERISA Fiduciary Rule | Insights

The US Department of Labor (DOL) on April 23, 2024, issued the Retirement Security Rule (the Final Rule), which expands who qualifies as an investment advice ...

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 ...

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

The US Department of Labor (DOL) released a final rule, titled the “Retirement Security Rule” (the Final Rule), updating the definition of an “investment ...

DoL Retirement Security Rule: What Advisers Need To Know

This new rule imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to ...

Retirement Security Rule: Definition of an Investment Advice Fiduciary

This document contains a proposed amendment to the regulation defining when a person renders "investment advice for a fee or other ...

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

... Retirement Income Security Act of 1974, as amended (“ERISA”), on April 25, 2024, the U.S. Department of Labor (the “Department”) released ...

Labor Department Finalizes Investment Advice Fiduciary Rule ...

The Department of Labor (DOL) expands the reach and requirements of the Employee Retirement Income Security Act of 1974 (ERISA) with its ...

DOL Releases Final Investment Advice Fiduciary Rule | Advisories

On April 23, 2024, the Department of Labor (DOL) released its Retirement Security Rule (the Final Rule) representing the latest chapter in a ...

DOL's Controversial Retirement Security Rule Faces Immediate ...

On April 23, 2024, the United States Department of Labor (DOL) issued updates to the investment advice fiduciary regulation, formally called the “Retirement ...

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 ...

The Retirement Security Rule - Strengthening Protections for ...

One example of a non-security investment is a “fixed index annuity.” Fixed index annuities are financial products typically issued by insurance ...

CFP Board Statement on Final DOL Retirement Security Rule

CFP Board applauds the DOL for issuing the final Retirement Security Rule, which expands the definition of fiduciary advice under the Employee Retirement ...

Game of Tomes: A Guide to the DOL's Retirement Security Rule ...

The package includes a proposed new fiduciary “investment advice” rule (the “Proposed Rule”) and proposed amendments to certain prohibited ...

The Retirement Security Rule: Designed for Permanency?

The Final Rule provides updated criteria to determine whether an advice provider is an investment advice fiduciary under ERISA, and therefore subject to ERISA' ...

DOL Plans Appeal to Revive Retirement Security Rule - plansponsor

The Department of Labor issued notice that it will appeal two Texas federal court decisions halting its fiduciary rule regarding ...