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401k › Fiduciary Duty › Business Development

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

July finalizes another purchase

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

In the retirement plan industry, acquisitions aren’t just about numbers—they’re about narrative. And with its seventh deal in two years, July Business Services (JULY) is writing a very clear one: they’re not just growing,...more

Morrison & Foerster LLP

Impact of DOL’s Final Rule on Business Development Companies

Morrison & Foerster LLP on

On April 6, 2016, the U.S. Department of Labor (DOL) released its final rule defining who is a fiduciary in connection with investment advice that is provided to benefit plans subject to the Employee Retirement Income...more

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