Tag: Department of Labor (DOL)

Morningstar finds strong evidence that the two share class approaches are likely to catch on in the ERISA retirement planning industry. 

Their “Retirement Ripoff Counter” shows that without the protections of the fiduciary rule, investors are losing $1.9 million an hour, $46 million a day—and $17 billion a year.

This lack of experience can lead to mistakes, ERISApedia.com says.

The Department is making the move in response to the Trump memorandum.

The Trump administration is nearly set to formally implement its delay of the Obama-era DOL fiduciary rule, set to take effect in just two weeks, aimed at curbing...

The Insured Retirement Institute will spend the year pushing Congress and the Administration to advocate for legislation that would expand Americans’ access to advice and simpler annuities.

Market forces may drive some of the reforms the Department of Labor sought to achieve under the Obama presidency—but a cadre of investors also remains committed to commissions. 

Discussion of 401(k) litigation often fails to draw important distinctions between different ERISA standards that pertain to fiduciary prudence and controlling plan costs, according to one reader of...

The Department of Labor is seeking to offer assurance to advisers that it does not intend to enforce the fiduciary rule slated for implementation April 10, even if...

In comment letters to the DOL, investment firms, retirement plan service providers and trade groups voice support for the decision to delay the implementation of the new fiduciary...

GOP lawmakers in the House and Senate suggests it is a federal government overreach for DOL to encourage or require states to offer workplace retirement savings programs for...

Even if the DOL leadership under President Trump declines to enforce a strict fiduciary standard, private litigators will undoubtedly pick up any slack if the administration fails to...

The Reporting and Disclosure Guide for Employee Benefit Plans was prepared by the IRS as a quick reference tool for certain basic reporting and disclosure requirements under ERISA...

The new leadership at Department of Labor has published the rulemaking through which it hopes to delay the strict conflict of interest rules championed by the previous administration...

The long-running fight over the fiduciary rule took another (symbolic) step forward this week—but still there is little clarity as to what may unfold prior to the first...

“Regulatory pressure increases the appeal of independence and the need to shift the active versus passive conversation,” according to a new report from Cerulli Associates. 

Federal agencies and initiatives carry significant momentum and must be redirected carefully, but forcefully, by any incoming president.