Less than two months after allowing the Department of Labor’s new Fiduciary Exemption to take effect, the DOL’s Employee Benefits Security Administration (EBSA) has issued a set of frequently asked...
The IAA has submitted a comment letter to the Department of Labor on that agency’s proposed fiduciary exemption. The proposed exemption is intended to replace the DOL’s 2016 fiduciary rule,...
Fiduciary Advice in a New Era: A Real Relationship for the Long Term By IAA President & CEO Karen Barr July 13, 2020 Karen BarrIAA President & CEO On June...
DOL Advice Proposal Confirms Five-Part Fiduciary Test, Includes Class Exemption Based on Impartial Conduct Standards July 1, 2020 (updated July 31, 2020) Two years after its fiduciary rule was vacated,...
DOL Confirms DC Plans May Offer Options that Include Private Equity Investments June 9, 2020 The Department of Labor recently issued an Information Letter, in response to a request,...
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