This might seem like inside baseball, but it will have a big impact on the way you save for retirement. Don’t wait until it’s ...
Julie Su defends the Labor Department’s actions on retirement advice, independent contractors, and other issues before a ...
The Federation of Americans for Consumer Choice filed a lawsuit in a Texas federal court Thursday to stop the Department of ...
The US Labor Department’s new fiduciary rule drew its first legal challenge on Thursday, when the Federation of Americans for ...
The Federation of Americans for Consumer Choice and several independent insurance agents are suing the Labor Department over ...
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Terry Savage: The fiduciary rule and rollovers
Have you noticed how much your 401(k) plan has grown over the years? There’s now nearly $11 trillion in these retirement ...
In short, it requires all retirement investment advisors to provide prudent, loyal, and honest advice free from overcharges.
The DOL’s fiduciary regulation and the amended Prohibited Transaction Exemptions (PTEs) 2020-02 and 84-24 will be effective on September 23 of this year. However, some of the requirements (called ...
Acting Labor Secretary Julie Su told House lawmakers Wednesday that Labor’s new fiduciary rule can withstand legal challenges ...
Experts parse how a retirement participant’s path to making a rollover will be viewed under the final Retirement Security ...
Opponents to broadening the fiduciary universe say the 2016 rule harmed many investors. A 2017 Deloitte study found that 53% ...
Department of Labor officials ushered in what is sure to be a fierce, and lengthy, legal battle today with its new Retirement ...