News & Analysis as of September 17, 2024

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The New Fiduciary Rule (36): Confusion about Annual Retrospective Reviews

Faegre Drinker Biddle & Reath LLP on 6/18/2024

The Department of Labor has issued its final regulation defining fiduciary status for investment advice to retirement investors and the related exemptions for prohibited conflicts—PTE 2020-02 and 84-24. The exemptions provide...more

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The New Fiduciary Rule (36): Confusion about Annual Retrospective Reviews

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