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Not For Profit/Exempt Organizations Blog

Monthly Archives: April 2017

Update on the Department of Labor’s New Fiduciary Rules and Subsequent Challenges

Posted in Fiduciary, IRS, Labor

On April 6, 2016, the Department of Labor under the Obama administration issued a new final rule and exemptions addressing when a person providing investment advice with respect to an employee benefit plan or individual retirement account is considered to be a “fiduciary” under the Employee Retirement Income Security Act of 1974 (“ERISA”) and the… Continue Reading