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DoL’s Retirement Security Rule & PTE 2020-02 Amendment: What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024

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<div>DoL’s Retirement Security Rule & PTE 2020-02 Amendment: What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024</div>

Author: Jaqueline Hummel
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On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the “Final Rule”), which imposes an ERISA fiduciary standard “that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts”. The new rule represents the latest attempt by regulators to define the typesRead More…

The post DoL’s Retirement Security Rule & PTE 2020-02 Amendment: What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024 first appeared on Kitces.com.

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