Department of Labor officials ushered in what is sure to be a fierce, and lengthy, legal battle today with a preview of its long-awaited, and industry despised, Retirement Security Rule. The official ...
A second federal judge granted a stay of the effective date Friday halting the Department of Labor's Retirement Security Rule until the full case can be heard. The decision from the Northern District ...
The firms filed a suit in Texas court seeking to undue the Retirement Security Rule aiming to rework the definition of what constitutes fiduciary advice for retirement investing. The Department of ...
In the weeks following a ground-breaking Supreme Court case allowing individual 401(k) participants to sue employers, lawyers have been recommending that advisers require plan sponsors to purchase ...
The investment landscape has changed over time, and the Department of Labor (DOL) is intent on changing its regulatory scheme along with it. According to the IRS, in 2020 about 5.7 million Americans ...
In making its argument, the Federation of Americans for Consumer Choice, Inc., an insurance industry group, and its co-plaintiffs harkened back to a previous attempt by the DOL to expand the ...
Are the insurance industry and its Washington, D.C., lobbyists winning the war against the Biden administration’s fiduciary rule at the expense of investors? Consumer groups and advocates who want a ...
ERISA Fidelity Bond Compliance Reminder for 2026 We urge plan directors to take the ERISA bond requirement seriously.
The Department of Labor issued the final version of its investment advice rule last week, a sweeping change that makes one-time IRA rollover recommendations a clear fiduciary act. It has enormous ...
The DOL’s fiduciary regulation will be effective on September 23 of this year. As a result, beginning on September 23 one-time recommendations to retirement investors can be fiduciary advice and, ...
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5 of the top financial advisor companies for retirees: well-known fiduciary firms to consider
We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...
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