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Relationship Manager for Defined Benefits Daybright Financial
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Final DOL Investment Advice Fiduciary Rule Casts a Broader Fiduciary NetPentegra |
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June 11, 2024 On-Demand Webinar |
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On April 25, 2024, the Department of Labor (DOL) published its Retirement Security Rule: Definition of an Investment Advice Fiduciary (the “Retirement Security Rule”), a package of finalized regulations and amendments to several advice-related prohibited transaction exemptions (PTEs), including PTE 2020-02 and 84-24, as well as others. |