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Employee Retirement Income Security Act (ERISA)

Be sure also by the December date to be giving ERISA clients a written statement as to why a rollover serves their best interests
A CCO peer shares the adviser's rollover form, which comes in a fill-in-the-blanks format
In a final act under the Trump Administration related to its fiduciary duty rules, the Department of Labor finalized an ERISA exemption aimed at investment ...
Pension plan fiduciaries don’t have to cast every one of their clients’ proxy votes but whatever decision they make must be made “prudently and solely ...
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 ...
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