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Retirement Plan › Obama Administration

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The DOL Rolls Over, Fiduciary Rule Effectively Dead

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The Department of Labor (DOL) said it’s not going to pursue enforcement actions against investment advice fiduciaries “who are working diligently and in good faith to comply” with requirements of the fiduciary rule that was...more

Benesch

The DOL Fiduciary Rule is Currently on Life Support

Benesch on

In 2016, during the waning days of the Obama Administration, the U.S. Department of Labor (DOL) issued a regulation expanding the fiduciary definition to cover more individuals and entities that provide financial services to...more

Bowditch & Dewey

Obama’s DOL Fiduciary Rule Fades into the Distance

Bowditch & Dewey on

If you have an account in a retirement plan where you work or you own an Individual Retirement Account, you may get financial advice about the assets in your account from an investment advisor, broker, planner, or insurance...more

Bowditch & Dewey

DOL Fiduciary Rule: Love It or Hate It, It’s Here

Bowditch & Dewey on

If you have an account in a retirement plan where you work or you own an Individual Retirement Account, you may get investment advice from an investment advisor. You might expect that advisor to give you advice that was in...more

Dechert LLP

ERISA's Fiduciary Rule – Not Dead Yet, Not Dead . . . Ever?

Dechert LLP on

It has been a long and winding road for the amended fiduciary regulation (the "Regulation") of the U.S. Department of Labor (the "DOL") under the Employee Retirement Income Security Act of 1974 ("ERISA"). The highly...more

Akin Gump Strauss Hauer & Feld LLP

DOL’s Fiduciary Rule to Become Partially Effective June 9, 2017

Akin Gump Strauss Hauer & Feld LLP on

The Fiduciary Rule, which expands the circumstances under which providers of investment advice may be considered Employee Retirement Income Security Act of 1974 (ERISA) fiduciaries, was initially published in the Federal...more

Franczek P.C.

Senate Votes to Revoke Department of Labor Guidance on State-Run Retirement Plans for Private Sector Employees

Franczek P.C. on

In yet another move to roll-back regulatory guidance issued during the Obama administration, earlier this month the U.S. Senate voted to revoke a final rule and associated interpretive guidance that the Department of Labor...more

Bass, Berry & Sims PLC

DOL Announces Temporary No Enforcement Policy of Fiduciary Rule

Bass, Berry & Sims PLC on

Earlier this month, the Department of Labor (DOL) proposed a 60-day delay of the April 10, 2017 effective date of its (much debated) fiduciary rule. The fiduciary rule – a vestige of the Obama Administration – was thought to...more

Chambliss, Bahner & Stophel, P.C.

It's Time to Reassess Your Medicare Choices

Chambliss, Bahner & Stophel, P.C. on

Workers in some states will soon have another option to save for retirement. California is the latest state to pass a law that establishes state-run retirement plans for workers who do not have a plan through their employer....more

Chambliss, Bahner & Stophel, P.C.

States Begin Offering State-Run Retirement Plans

Chambliss, Bahner & Stophel, P.C. on

Workers in some states will soon have another option to save for retirement. California is the latest state to pass a law that establishes state-run retirement plans for workers who do not have a plan through their employer....more

Franczek P.C.

DOL Re-Proposes Fiduciary Rule

Franczek P.C. on

On April 14, 2015, the U.S. Department of Labor (DOL) re-proposed its rule expanding the definition of fiduciary. A re-proposed fiduciary definition was initially released in October of 2010, but the Department of Labor...more

Chambliss, Bahner & Stophel, P.C.

White House Proposes New Rules to Protect Investors Saving for Retirement

Chambliss, Bahner & Stophel, P.C. on

You might think that the top priority of the broker or financial adviser managing your retirement funds is to maximize your returns, but that’s not always the case. Some steer their clients to bad retirement investments with...more

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