The DOL recently finalized amendments to the QPAM exemption that will considerably alter the exemption’s conditions effective as of June 17, 2024 (for a detailed summary of the changes, please see our post here). There are a...more
6/7/2024
/ Asset Management ,
Benefit Plan Sponsors ,
Compliance ,
Department of Labor (DOL) ,
Due Diligence ,
Employee Retirement Income Security Act (ERISA) ,
Fiduciary ,
Investment Management ,
IRS ,
New Amendments ,
Prohibited Transactions ,
QPAM ,
Shareholders