Fiduciary rule enactment could bring adviser consolidation
Higher compliance requirements, and their associated costs, may drive firms to look for partners.
Fiduciary Rule
Benefits Think How to prepare for the ‘final’ fiduciary rule enforcement date
Although enactment takes place on June 9, the DOL could issue more changes before the full effect of the rule is felt, says attorney Ilene H. Ferenczy.
Ilene H. Ferenczy
Ferenczy Benefits Law Center
Benefits Think The fees and the darkness
On the same day that the DOL announced the fiduciary rule start date, Calpers, reminded everyone why the rule was necessary, says adviser Nir Kaissar.
Nir Kaissar
Unison Advisors
Benefits Think Win the battle, lose the war? The fiduciary rule moves forward
The DOL recently released a FAQ to help plan sponsors understand their role before the fiduciary rule goes into effect.
Carol Buckmann
Cohen & Buckmann PC
Fiduciary rule deadline raises clarity concerns
Industry group hoped for more time to makes sense of ‘murkiness’ before June 9 implementation date.
DoL won’t delay fiduciary rule, will go into effect June 9
There is "no principled legal basis" to do so, Labor Secretary Acosta says.
Why plan sponsors need to navigate the exemptions maze of the new fiduciary rule
The regulation’s debut is approaching and the Department of Labor is already talking about fixes. Here is what to look out for.
Why plan sponsors need to navigate the exemptions maze of the new fiduciary rule
The regulation’s debut is approaching and the Department of Labor is already talking about fixes. Here is what to look out for.
What Trump has done for retirement, consumer finance
From financial regulation to student loan to taxes, here is what the Trump Administration has done so far in his first 100 days in office.
Benefit experts urge Acosta to review fiduciary, overtime rules
The retirement industry is relieved to have the new DOL secretary confirmed so he can start working on pressing issues.
Newly confirmed DOL Secretary faces tough choices on fiduciary
Alexander Acosta must reckon with a June 9 deadline amid a tense political debate.
Benefits Think Fiduciary rule delay gives plan sponsors more time to ask crucial questions
Employers should be preparing to conduct more due diligence on those advising their plans, says financial adviser John Ludwig.
John Ludwig
LHD Retirement
Benefits Think Fiduciary rule delay gives plan sponsors more time to ask crucial questions
Advisers should be prepared to explain what they have to gain from the client relationship, no matter how federal regulation ultimately unfolds.
John Ludwig
LHD Retirement
How the 60-day delay of the fiduciary rule affects employers
Three important things plan sponsors need to know about the DOL’s decision to push back the implementation date.
Fiduciary rule delayed by 60 days
The Labor Department will now conduct a review with an eye toward amending or rescinding it.
Benefits Think DOL edges toward delay on expanded conflict of interest rule
Advisers could get more clarity thanks to a temporary enforcement policy for the new Fiduciary Rule.
Patricia Plavko
Frost Brown Todd LLC
Sparks fly as DoL nominee, Sen. Warren spar over fiduciary rule’s fate
With an eye toward potential repeal, Alexander Acosta told senators that he will abide by President Trump's executive memorandum and review the rule's impact.
Tax reform proposals, fiduciary rule causing anxiety for retirement industry
Industry insiders question wisdom of reform that would limit contributions during the NAPA 401(k) Summit.
What to expect when you’re expecting Acosta as Labor secretary
Law school dean Alexander Acosta has said little about hot-button Labor issues and faces big choices that will divide Trump supporters.
Tax reform proposals, fiduciary rule causing anxiety for retirement industry
Industry insiders question wisdom of reform that would limit contributions during the NAPA 401(k) Summit.
