The Department of Labor (DOL) issued a long-awaited — and controversial — set of rules April 14 expanding the definition of a fiduciary under ERISA. The proposed rules would affect NTSA members, including those who service non-ERISA plans or work in the IRA market.
We’ve just created a special resource page on NTSA Net that provides links to content and analysis that helps explain the implications of the proposed rules, including:
We’ve just created a special resource page on NTSA Net that provides links to content and analysis that helps explain the implications of the proposed rules, including:
- news articles and analysis;
- NTSA podcasts and presentations;
- congressional documents and testimony;
- the DOL proposal;
- related DOL documents, including proposed exemptions, regulatory impact analysis, a fact sheet and a news release; and
- the White House report, “The Effects of Conflicted Investment Advice on Retirement Savings.”
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