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Recent Insights

Re-Proposal of DOL Fiduciary Advice Regulation

As you have undoubtedly heard, the Department of Labor has pushed back the date for the re-proposal of the fiduciary advice regulation to January...

Providing Compliant Services

The increasing regulation of 401(k) distributions and rollovers to IRAs continues to be a subject of great interest to my clients . . ....

DOL Proposed Guide

Several of my colleagues and I have provided comments to the DOL about its proposal to require a 408(b)(2) guide   Most other commentators have...