Legislation that would repeal the DOL’s fiduciary rule would have a negligible effect on federal revenues, say multiple cost estimates.
Action by the SEC due to breaches of fiduciary duty, inadequate disclosures and compliance deficiencies has prompted an RIA to issue rebates and credits to some of its clients, which include non-profits that sponsor 403(b) plans.
MarketBeat features a blog post by Fred Reish (with help from some of his colleagues at Drinker Biddle) that addresses what plans are — and are not — covered by the fiduciary rule.
In Tech Talk, Susan Diehl discusses whether a self-employed minister in a 403(b) is entitled to the extended requirement and whether he or she can ever be considered a 5% owner.
The DOL has extended the employee benefit plan compliance guidance and relief it issued for victims of Hurricane Harvey to those affected by Hurricane Irma.
Millennials are saving early for retirement, but they also have higher expectations that employers should offer access to a retirement plan and socially responsive investments, says a recent survey.
The U.S. House on Sept. 14 passed a bill that contains a sentence that seeks to do away with the fiduciary regulation — with language that some might find eerily prophetic.
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