Julie Stapel

Julie Stapel

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DOL Clarifies Revenue Sharing Fiduciary Responsibility Issues

Advisory opinion on "plan asset" issue lays out factors for fiduciary consideration. On July 3, the U.S. Department of Labor (DOL) issued Advisory Opinion 2013-03A, which discusses whether a bookkeeping account for...more

7/19/2013  /  Advisory Opinions , Benefit Plan Sponsors , Department of Labor (DOL) , Employee Retirement Income Security Act (ERISA) , Fiduciary Duty , Insurance Industry , Revenue Sharing
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