Fee Changes and Disclosures Post Conflict of Interest Regulations Initial Partial Effective Date -
The effects of the U.S. Department of Labor’s (“DoL”) conflict of interest or fiduciary regulation and related prohibited...more
7/20/2017
/ Annuities ,
Conflicts of Interest ,
De-Risking ,
Department of Labor (DOL) ,
Employee Retirement Income Security Act (ERISA) ,
Fiduciary Rule ,
Investment Adviser ,
IRS ,
Lump Sum Payments ,
Medicare ,
Prohibited Transactions ,
Public Employers ,
Retirement Plan
So much energy has been spent on what the final regulations on the employer shared responsibility tax and the related final reporting regulations (the “ESRR”), that some of the most significant considerations have been missed...more