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lifetime income disclosure - couple reviewing plan

Lifetime Income Disclosure: What It Means for You – Part 1

August 30, 2022

The big push for defined contribution plans, such as 401(k)s, is designed to encourage employees to save as much as possible while they are working

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Socially Conscious Investing

Is Socially Conscious Investing a Breach of Fiduciary Duty?

June 30, 2020

On June 23, 2020, the Department of Labor issued a proposed rule addressing the circumstances under which a fiduciary of a qualified retirement plan can

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What Employers Should Know About Labor Department’s Guidance On Families First Coronavirus Response Act

March 26, 2020

On March 24, 2020, the Department of Labor (DOL) issued an FAQ to provide guidance for the Families First Coronavirus Response Act (the “Act”). This

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Technical Memorandum

Fiduciary Rule is Dead [Technical Memorandum]

June 18, 2018

On March 15, 2018, in a group of consolidated cases known as Chamber of Commerce of the United States of America, et al v. United

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Compliance Update

Department of Labor Request [Compliance Update]

July 7, 2017

On July 6, 2017, the Department of Labor (DOL) will issue a Request for Information Regarding the Fiduciary Rule and Prohibited Transaction Exemptions (RFP).  In

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