Changes to DOL’s QPAM Exemption: What You Need to Know
The DOL has finalized changes to its Qualified Professional Asset Manager (QPAM) Exemption, making some significant changes from the proposal.
April 02, 2024
Tag: QPAM
Changes to DOL’s QPAM Exemption: What You Need to Know
The DOL has finalized changes to its Qualified Professional Asset Manager (QPAM) Exemption, making some significant changes from the proposal.
April 02, 2024
The IAA Recommends Changes to Proposed QPAM Exemption
The DOL’s proposed new QPAM Exemption requirements would significantly narrow the availability of the exemption and make it more difficult for advisers to use. While we support efforts to protect the interests of plans and plan participants and beneficiaries, we are concerned that the QPAM Exemption proposal’s potential impacts will have negative consequences.
October 19, 2022
DOL Proposes to Narrow Prohibited Transaction Exemption for Qualified Professional Asset Managers
The DOL proposes new QPAM requirements, amending a Prohibited Transaction Exemption frequently relied on by certain professional managers under ERISA.
August 10, 2022
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