Category: Fiduciary Rule

6 Apr, 2016

…More on the Final Fiduciary Rule

So April has finally arrived … and so has the final fiduciary rule–as Andrew Holly mentions in our prior post. It comes about 40 years after the Department of Labor first published a fiduciary rule. That was before 401(k) plans and when ETFs were nothing...

Fiduciary Rule

6 Apr, 2016

Final Fiduciary Rule

Today the Department of Labor released its long-anticipated revisions to ERISA’s definition of who is a fiduciary. (See next post for links.) Although the DOL claims to have “streamlined” the rule in response to industry criticism (and extended the implementation period), this rule may significantly...

4980H / ACA / Cadillac Tax / Fiduciary Rule

16 Dec, 2015

Wednesday Benefits Developments – Cadillac Tax, Fiduciary Rule, ACA Reporting & More

Interest rates going up? Easy call. But what about those benefits developments from Wednesday? There’s plenty to digest over the last few weeks in December. Here’s a sampling of what we found interesting. Omnibus Spending Bill Here’s the text of the bill as posted on the...