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Interesting Angles on the DOL’s Fiduciary Rule 87

USA - April 16 2018 For purposes of advice to retirement plans and participants, that's an easy answer. It's ERISA's prudent man rule and duty of loyalty. That standard...


Interesting Angles on the DOL’s Fiduciary Rule 86

USA - April 11 2018 Assuming that the 5th Circuit Court of Appeals decision is the final word, the old 5-part fiduciary test will automatically be reinstated. That...


Interesting Angles on the DOL’s Fiduciary Rule 85

USA - April 3 2018 By now, it's common knowledge that the 5th Circuit Court of Appeals has thrown out the fiduciary rule. That includes the regulation expanding the...


Interesting Angles on the DOL’s Fiduciary Rule 84

USA - March 27 2018 The 5th Circuit Court of Appeals has "vacated" the DOL's fiduciary rule and exemptions. What does that mean for recommendations to participants that...


Bye-Bye Fiduciary Rule?

USA - March 26 2018 Should you say goodbye to the Fiduciary Rule? Maybe, but not just yet. The DOL has until the end of April to decide whether to let the 5th Circuit...

Sandra D. Grannum, Bruce L. Ashton, Joshua J. Waldbeser, Joan M. Neri.