The Best Interest Process for Plan-to-IRA Rollover Recommendations under the DOLs New Fiduciary Rule

The September 23, 2024, effective date of the Department of Labor's (DOL) new fiduciary definition for advice provided to private sector retirement plans, participants in those plans, and individual retirement account (IRA) owners (the New Fiduciary Rule) has been stayed. [...]the DOLs current...

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Veröffentlicht in:	Journal of pension benefits 2024-10, Vol.32 (1), p.2-7
Hauptverfasser:	Reish, Fred, Neri, Joan, Waldbeseb, Joshua
Format:	Artikel
Sprache:	eng
Schlagworte:	Advisors Asset allocation Awards & honors ERISA Fiduciaries Internal Revenue Code Investment policy Investors Retirement plans
Online-Zugang:	Volltext
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