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Federal District Court Narrows Interpretation of Fiduciary Rollover Advice
Kilpatrick Townsend Feb. 16, 2023 "This discussion in the Deseret Letter may take on greater relevance in the future because these principles do not appear inconsistent with the order in American Securities Association. If the DOL revives its interpretations in the Deseret Letter, then a financial adviser potentially need to rely on PTE 2020-02, in at least two types of circumstances[.]" [American Securities Association v. DOL, No. 22-0330 (M.D. Fla. Feb. 13, 2023)] |
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