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Fiduciary Duty › North American Industry Classification System

Faegre Drinker Biddle & Reath LLP

State Fiduciary and Best Interest Developments: Texas, Virginia and Montana

Faegre Drinker Biddle & Reath LLP on

Texas, Virginia and Montana are the latest states to enact legislation or rules setting forth a best interest standard for annuity producers in recommending annuities to their customers. Each state has designed its rule to...more

Groom Law Group, Chartered

IRS Proposes Rules on UBIT Changes Affecting Benefit Plan Investors

Groom Law Group, Chartered on

A pension or welfare plan’s investment in a private equity or real estate partnership, among other investment funds, may give rise to “unrelated business income tax” (“UBIT”)....more

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