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DOL's Fiduciary Rule: The Latest Developments
K&L Gates Link to more items from this source
[Guidance Overview]
Aug. 15, 2024

"Because of the court orders, the current standard for determining whether a financial professional is acting as a fiduciary under ERISA and the Internal Revenue Code in connection with providing nondiscretionary advice remains the five-part test from the DOL's 1975 regulation."  MORE >>

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