Linda Way-Smith

Linda Way-Smith

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DOL Proposed Rule on Automatic Portability: Plan Fiduciaries’ Perspective

While the US Department of Labor’s (DOL’s) recently proposed regulations regarding automatic portability transactions would place the onus of compliance on transfer providers, a number of the provisions would trigger ERISA...more

4/22/2024  /  Department of Labor (DOL) , Employee Benefits , Employee Retirement Income Security Act (ERISA) , Fiduciary Duty , Fiduciary Rule , Proposed Rules , Retirement Plan
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