Under the SECURE 2.0 Act of 2022, a qualified participant with a plan loan can delay repayment of their outstanding loan by ...
On September 6, 2024, the U.S. Department of Labor (DOL) issued Compliance Assistance Release No. 2024-01, titled “Cybersecurity Guidance Update.” ...
But not all financial and investment experts are guaranteed to always put your best interests first. Fiduciaries and financial advisors often overlap, but not all financial advisors are fiduciaries.
"We hold the principles of serving our clients as fiduciaries and cultivating trusting relationships at the heart of our values," said Buck Olsen, CEO of Foster Group. "Achieving CEFEX certification ...
The Modern Language Association stopped a boycott, divest, and sanctions vote, fearing legal repercussions could mean ...
Discover key differences between fiduciary advisors brokers, how CFP professionals uphold client-centered standards, and what to verify when choosing an advisor.
Plan fiduciaries prevailed in most, though not all, of their challenges to a suit alleging their use of plan forfeitures constituted a fiduciary breach — for now.
The Department of Labor issued a final ESG Rule that would require fiduciaries to consider the economic effects of climate change and other environmental, social and governance factors when evaluating ...
Retirement plans — including their participants, sponsors, fiduciaries, and administrators — are among those to whom the DOL is providing flexibility and extended deadlines in the wake of Hurricanes ...
Trump in the campaign also called for further reducing the corporate tax rate to 15%. In the 2017 tax bill, Republicans cut ...
Matthew I. Whitehorn and Stephanie Searles Vogel of Dilworth Paxson LLP discuss the evolution of the law surrounding the ...
A new survey of financial professionals shows surprising and almost uniform support for the Department of Labor’s Retirement ...