Home Employee Retirement Income Security Act (ERISA)

Employee Retirement Income Security Act (ERISA)

Pension managers and advisers would not be allowed put their clients’ money in sustainable investments if the ethical goals of the investments lower returns or ...
The Department of Labor is seeking comment on proposed rules that would prevent retirement fund managers to invest in funds or other ethical, sustainable and ...
The U.S. Department of Labor has given the green-light for pension fund advisers to invest their clients’ money in private funds, but compliance officers will ...
This document corrects two errors in the preamble of a document that appeared in the Federal Register on November 29, 2017.
This document extends the special transition period under sections II and IX of the Best Interest Contract Exemption and section VII of the Class Exemption ...
Wednesday's Federal Register will contain a formal order from the Labor Department delaying until July 2019 key elements of its controversial fiduciary duty rule.   This ...
This document proposes to extend the special transition period under sections II and IX of the Best Interest Contract Exemption and section VII of the ...
The Department of Labor Aug. 9 filed a proposal with the federal Office of Management and Budget that seeks to delay its controversial fiduciary duty ...
The Employee Benefits Security Administration of the U.S. Department of Labor (the Department) is publishing this Request for Information in connection with its examination of the ...
A peer shares an example of a supplement to a subscription agreement to make ERISA reps and warranties because of the Labor Department's fiduciary duty ...
This document extends for 60 days the applicability date of the final regulation, published on April 8, 2016, defining who is a “fiduciary” under the ...
This document proposes to extend for 60 days the applicability date defining who is a “fiduciary” under the Employee Retirement Income Security Act (ERISA) and ...
In ERISA parlance, if you manage investments for a plan you’re either a so-called 3(21) or a 3(38) fiduciary – the numbers originating from ERISA’s ...
The exemption proposed in this document, if granted, would allow certain insurance intermediaries, and the insurance agents and insurance companies they contract with, to receive ...
If Vegas gave odds, the house would bet that the Labor Department’s fiduciary duty rule won’t take effect next April as planned.    Sarah Kelly, ...
Late last Friday, a U.S. District Court Judge in Washington, D.C. sided with the Labor Department and dismissed the National Association for Fixed Annuities’ lawsuit seeking ...
Six months after the Labor Department announced a $10 million settlement with Invesco Trust Company via a press release, the agency has finally released the ...
Clarity on what makes for a level-fee fiduciary. Guidance on what types of compensation arrangements may cross a line. A promise by the Department of ...
With under six months to go before the Labor Department’s fiduciary duty rule becomes applicable (see related story), you now have 34 new FAQs spread ...
Compare the DOL’s BIC Lite with the Full BIC The appearance of the Labor Department’s initial FAQs tied to its fiduciary duty rule (see related ...
rcw
rcw

Copyright PEI Media

Not for publication, email or dissemination