August Newsletter

Our August newsletter, “DOL Issues New Fiduciary Rule”, provides an overview of the Department of Labor’s final guidance on investment advice that will be subject to the fiduciary duty rules of ERISA. Included in the newsletter is a description of activities that will be considered investment advice under the new regulations, information about the Best Interest Contract (BIC) Exemption that will apply to some financial advisors, and the implications of the final rule for retirement plan sponsors. The newsletter can be viewed here.