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The DOL's New Fiduciary Rule: What We Can Expect
Faegre Drinker 
[Guidance Overview] Feb. 22, 2023 "The DOL's regulatory agenda indicates that in the near future, the DOL will be proposing a new fiduciary definition and proposing amendments to existing [PTEs] to align with the proposed regulation.... [The authors] anticipate that, at the least, it will include the DOL's expanded interpretation of fiduciary advice for rollovers (and might go beyond that). [They] also anticipate that many of the conditions in PTE 2020-02 will be included in the proposals for other exemptions[.]" MORE >> |
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