Featured Jobs
|
Nova 401(k) Associates
|
|
Defined Benefit Specialist II or III Nova 401(k) Associates
|
|
EPIC RPS
|
|
DWC ERISA Consultants LLC
|
|
Compensation Strategies Group, Ltd.
|
|
Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
|
|
Merkley Retirement Consultants
|
|
July Business Services
|
|
The Pension Source
|
|
BPAS
|
|
Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
|
|
BPAS
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Advisers Are Still Fiduciaries Under the Five-Part Test (PDF)
Groom Law Group in planadviser; registration may be required 
Aug. 14, 2018 "[DOL FAB 2018-02] states that advisers may continue to apply transition versions of the BIC exemption, which allows advice fiduciaries to engage in riskless principal transactions, or of the principal transaction exemption, which lets them engage in principal transactions with respect to certain securities.... [T]he FAB is only temporary and provides only enforcement relief from the DOL. Thus, the FAB may be more helpful when a principal transaction involves an IRA rather than an ERISA-governed plan." MORE >> |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |