Plumbers Local Union No. 1 Benefit Funds
Trucker Huss, A Professional Corporation
ERISA Services, Inc.
Hochheiser Deutsch & Co, Inc.
RTD Financial Advisors
Retirement Plan Consultants
Carpenter Morse Group
Compass Retirement Consulting Group, Inc.
Bates & Company
Loren D. Stark Company
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|DOL's Optical Illusion – Fiduciary Investment Advice Status|
Feb. 16, 2021
"[T]he reinstatement seems to offer great relief to various financial institutions that were possibly ensnared under the DOL's tricky 2016 conflicts of interest rule ... Interpretations by the DOL over the second half of 2020 suggests it will liberally interpret (and enforce) the five-part test for when one becomes an investment advice fiduciary."
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