Standards of conduct

Surprise! – Biden Administration allows Trump Fiduciary Rewrite to Move Forward

Topics: DOL, Fiduciary, rollovers, Standards of conduct

What happened In a surprise development, the Biden Administration’s Department of Labor decided to allow the Trump Administration’s fiduciary rewrite to go into effect. , which means the new prohibited transaction exemption for fiduciary investment advice became available for use on February 16th. In addition, because the Biden Administration made no changes, it is also…

The IRS Provides Much Needed Clarity to the SECURE Act and Miners Act Retirement Plan and IRA Rules

Topics: Employee benefits, SECURE Act, Standards of conduct

a Finseca washington report The WR Marketplace is created exclusively for Finseca members by experts at Troutman Pepper Hamilton Sanders LLP and the Finseca staff. WR Marketplace #20-20 was written by Jim Earle and Christopher Stock. The Finseca WR Newswire and WR Marketplace are published by Finseca as part of the Essential Wisdom Series, the…