Matthew Clyde

Cozen O'Connor

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Latest Posts › Fiduciary Rule

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DOL Fiduciary Rule Taking Effect June 9 Is Low-Calorie, But Still Hard for Some to Swallow

Though many in the financial services industry were hoping for a reprieve, anyone who receives compensation for providing investment advice in connection with an ERISA plan or IRA will be considered a fiduciary effective June...more

6/5/2017 / Best Interest Contract Exemptions , Department of Labor (DOL) , Employee Retirement Income Security Act (ERISA) , Fiduciary Rule , Financial Services Industry , Individual Retirement Account (IRA) , PTEs

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Matthew Clyde

Cozen O'Connor

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Latest Posts › Fiduciary Rule

DOL Fiduciary Rule Taking Effect June 9 Is Low-Calorie, But Still Hard for Some to Swallow

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