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Five-Part Test Exemptions

Foley Hoag LLP

DOL Reinstates Five-Part-Test for Investment Advice Fiduciaries and Proposes New Exemption

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After several years of uncertainty as to the appropriate standard for determining when an investment adviser will be deemed to be a fiduciary under ERISA, the U.S. Department of Labor (the “DOL”) has finally issued clear...more

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