Professionals 40 results
Capabilities 15 results
Practice Area
Practice Area
Practice Area
Employee Benefits & Executive Compensation
Experience 3 results
Experience
|December 20, 2021
Petros PACE Finance, LLC's Sale to Athene Holding Ltd.
Experience
|May 27, 2021
Insights & News 268 results
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.
Speaking Engagement
|April 4, 2024
Jason Lewis Speaks at the International Energy Credit Association Spring Conference
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.
Other Results 8 results
Law Glossary
What Is a Qualified Retirement Plan?
Law Glossary
Law Glossary
What Is Executive Compensation?