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On October 31, 2023, the U.S. Department of Labor (the "DOL") issued proposed changes to the definition of "investment advice" fiduciary under the Employee Retirement Income Security Act of 1974 ("ERISA").
On October 25, 2021, the Department of Labor (“DOL”) released Field Assistance Bulletin 2021-02 (FAB 2021-02), which extends its non-enforcement policies regarding certain rules...
Overview: In general, the prohibited transaction rules (in ERISA and the Tax Code) (1) prohibit fiduciaries that provide investment advice to plans subject to Title I of ERISA...