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 ...

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.

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

Final Fiduciary Rule advances DOL's goal of expanding scope of ERISA fiduciary · Acknowledge their fiduciary status in writing to the retirement ...

DOL redefines investment advice fiduciary, again - A&O Shearman

The U.S. Department of Labor (“DOL”) published (1) its final fiduciary rule (the “Final Rule”), expanding the scope of investment advice ...

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

On April 22, 2024, the DOL published a final rule that broadens the definition of an “investment advice fiduciary” and expands the definition of “investment ...

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

The DOL's Final Investment Advice Fiduciary Rule Is Here · is based on review of the retirement investor's particular needs or individual ...

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, ...

DOL Releases Final Investment Advice Fiduciary Rule | Advisories

Expanded Definition of Investment Advice Fiduciary · Would indicate that the recommendation is based on a review of the retirement investor's ...

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 ...

The DOL's fiduciary rule put on pause - Norton Rose Fulbright

The United States District Court for the Eastern District of Texas issued an order staying the effective date of the DOL's final fiduciary rule that was ...

Understanding the Department of Labor Final Fiduciary Rule

The rule defines who is an investment advice fiduciary for the purposes of the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code.

The U.S. Department Of Labor's New Definition of Fiduciary ...

The new regulation significantly expands the scope of investment-related information considered to be fiduciary advice.

A Guide to the DOL's New Investment Advice Fiduciary Rule Proposal

Very generally speaking, the Proposed Rule would significantly expand the circumstances under which a person could be treated as providing “ ...

The Department of Labor's Investment Advice Fiduciary Rule ...

United States Department of Labor 2 vacated the DOL's prior attempt to expand the scope of the definition of fiduciary, the DOL's 1975 ...

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” ( ...

DOL Releases Final Investment Advice Fiduciary Rule - Ascensus

The final rule is intended to create a fiduciary standard that applies uniformly to all investments that individual retirement investors may make.

Labor Department finalizes rule expanding 'fiduciary' definition

The Department of Labor today released a new rule significantly broadening the definition of an investment advice “fiduciary” under the ...

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 ...

The DOL Retirement Security Final Rule: Highlights for Plan Sponsors

It is set to go into effect on September 23, 2024. The DOL's final definition of an investment advice fiduciary expands fiduciary duties to more ...

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 ...