DOL

Regulatory and Legislative

DOL Releases Proposed Fiduciary Rule

The Department of Labor (DOL) has released a new proposed rule updating the definition of an investment advice fiduciary under ERISA.

October 31 2023

Regulatory and Legislative

Third Phase of Form 5500 Changes Released

The third phase of updates to Form 5500, Annual Return/Report of Employee Benefit Plan, was recently released. 

April 14 2023
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