Browsing Tag
401(k) Fiduciary Rule
99 posts
DOL Fiduciary Rule, ESG Considerations Likely DOA Under Second Trump Term
Trump Administration expected to abandon current DOL rulemaking effort; eliminate or limit fiduciaries' consideration of ESG factors when selecting plan investments
Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami
On this episode, ERISA attorney Allie Itami discusses the fiduciary rule delays, its impact on compliance, and challenges with annuities in 401(k) plans.
2 Efforts to Overturn DOL Fiduciary Rule Advance in Separate House Committee Votes
While one committee voted to send a resolution to disapprove the controversial rule to the full House for a vote, another advanced legislation that would defund its enforcement
House Committee Vote to ‘Stop Biden’s Fiduciary Rule’ Set for Wednesday
Approval of resolution by the House Education and Workforce Committee would make it eligible for a full floor vote
FSI, SIFMA Join Lawsuit Against Fiduciary Rule; CFP Board Backs It in Separate Suit
Filings opposing and supporting the rule are in response to two separate lawsuits challenging rule currently set to take effect in September
Fiduciary Rule Update: Hearings, Lawsuits and Compliance Prep
With just 3 months until the DOL’s Retirement Security Rule is scheduled to become effective, here’s a look at some of the latest developments
Jerry Schlichter Preps Advisors for Fiduciary Rule Changes
The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan…
House, Senate Resolutions Introduced to ‘Disapprove’ DOL Fiduciary Rule
Resolution of disapproval under the Congressional Review Act filed today seeks to invalidate final rule set to take effect in September
Fred Reish Unpacks the DOL’s New Fiduciary Rule
Noted ERISA attorney Fred Reish Esquire, Partner at Faegre Drinker, shares his thoughts on some of the rule’s…
Breaking Down the Basics: DOL Fiduciary Rule
A webinar hosted by Endeavor Retirement discussed what advisors need to know about the DOL's final fiduciary rule