Fiduciary deeds are just one of several types of deeds used in property transfers. This type is used to transfer property such as real estate when the owner can’t sign a deed for legal or other ...

On April 25, 2024, the United States Department of Labor (USDOL) issued a final rule, the “Retirement Security Rule,” that significantly alters the definition of a “fiduciary” under the Employee ...

The Department of Labor better not wait too long to publish its redefinition of "fiduciary," a leading expert on retirement plan rulemaking said today. The DOL’s spring 2021 Regulatory Agenda ...

The Department of Labor is moving toward tightening its existing fiduciary definition by possibly labeling all advice, even first-time conversations, as fiduciary advice, according to a securities ...

W. Scott Simon is a principal at Prudent Investor Advisors, a registered investment advisory firm. He also provides services as a consultant and expert witness on fiduciary issues in litigation and ...

In comments to the Department of Labor (DoL) regarding the proposed change to the definition of fiduciary, Liberty Capital Investment Corporation said the rule “would be a litigation nightmare.” In ...

As businesses return to work after Labor Day 2021, a principal focus for companies that serve US retirement plans will be the impending December 20 enforcement date for the Labor Department’s (DOL) ...

The Justice Department has asked for another extension in a legal challenge involving the so-called fiduciary rule — due to the current government shutdown.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

The future of the DOL’s fiduciary rule became uncertain on Thursday, after a US district court judge ordered a stay on the controversial regulation. In court documents, Judge Jeremy Kernodle stated ...