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Securities, M&A & Corporate Governance Litigation
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Benefits Blast
|April 29, 2024
|5 Min Read
The U.S. Department of Labor Finalizes its Most Recent Definition of an Investment Advice Fiduciary
On April 25, 2024, the U.S. Department of Labor’s Employee Benefits Security Administration (the Department) published the Retirement Security Rule: Definition of an Investment Advice Fiduciary (the 2024 Fiduciary Rule). The 2024 Fiduciary Rule defines when a person is considered a fiduciary under Title I and Title II of the Employee Retirement Income Security Act of 1974 (ERISA) in connection with providing investment advice or making an investment recommendation to a retirement investor. In addition to the 2024 Fiduciary Rule, the Department also finalized amendments to certain Prohibited Transaction Exemptions (PTEs) to reflect the Department’s updated definition of an investment advice fiduciary.
Webinar
|April 23, 2024
Winston Partner Joins Panel Discussing Private Equity Compliance with ERISA
Benefits Blast
|February 13, 2024
|6 Min Read
Recent Developments Highlight the Need for Fiduciary Attention to Health Plan Fees
New transparency requirements under the Affordable Care Act and the Consolidated Appropriations Act have ushered in a new era of fee and pricing transparency with respect to the Employee Retirement Income Security Act (ERISA) group health plans.
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Law Glossary
Law Glossary
What Is a Qualified Retirement Plan?