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Retirement Plan › Fiduciary Duty › Tax Exemptions

Burns & Levinson LLP

Can Financial Institutions Use In-House Funds for Their Own Retirement Plans?

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Financial institutions that sell mutual funds to the public often maintain 401(k) and other retirement plans for their own employees. In these plans, many financial institutions make their own mutual funds available to...more

Benesch

Perspectives - June 2016

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In April 2016, the Department of Labor (DOL) released the final version of the fiduciary rule. The final rule was six years in the making and impacts retirement plans, including 401(k) plans, and the employer who offer...more

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