The U.S. Department of Labor (DOL) amended Prohibited Transaction Exemption 2020‑02 (Amended PTE 2020-02) on April 25, 2024. This amendment addresses administrative deficiencies cited in federal court decisions challenging...more
6/5/2024
/ Department of Labor (DOL) ,
Disclosure ,
Employee Retirement Income Security Act (ERISA) ,
Fiduciary Duty ,
Fiduciary Rule ,
Health Savings Accounts ,
Individual Retirement Account (IRA) ,
Investment Adviser ,
Policies and Procedures ,
Principal Transaction Exemption ,
Prohibited Transactions ,
Standard of Care