Searching Content indexed under Retirement, Superannuation & Pensions by Womble Bond Dickinson ordered by Published Date Descending.
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Final Chapter For The DOL Fiduciary Rule
The Department of Labor's controversial, Obama-era Fiduciary Rule is dead and gone.
United States
10 Sep 2018
Recent Developments Toward A Fiduciary Standard For Brokers
Much has happened since we last reported on the Department of Labor's Fiduciary Rule.
United States
15 May 2018
Key Components Of DOL Fiduciary Rule Delayed Through 2019
On January 2, 2018, the U.S. Department of Labor postponed key provisions of its Fiduciary Rule for the next 18 months.
United States
1 Feb 2018
Why, And How, To Plan For A Very Long Life
When creating a long-term investment strategy, you need to think about your goals, circumstances, risk tolerance and liquidity needs.
United States
1 Feb 2018
Executive Compensation Target Of Tax Reform Bill
Under current law, employees and other service providers can defer compensation subject to the technical and complex rules of Code Section 409A.
United States
8 Nov 2017
Recent Developments On DOL Fiduciary Rule
Although portions of the Department of Labor's Fiduciary Rule went into effect on June 9, it remains under constant attack on multiple fronts – from legislators, industry leaders, and even the Department of Labor itself.
United States
22 Aug 2017
Update On DOL Fiduciary Rule
We first began writing about the DOL Fiduciary Rule two years ago. Since then, the status of adoption of the Rule has been uncertain, even could be characterized as a roller coaster ride.
United States
24 May 2017
DOL's Final Rule Modifies ERISA Disability Claim Regulations
Effective January 18, 2017, the Department of Labor issued a "final rule" modifying 29 CFR § 2560.503-1, governing claims procedures for disability benefits under ERISA plans.
United States
19 Jan 2017
New Rule Governing Retirement Advice Shakes Up Traditional Broker Compensation
The U.S. Department of Labor on Wednesday released its long-awaited and controversial fiduciary rule expanding the definition of who is a fiduciary when providing investment advice on retirement accounts.
United States
18 Apr 2016
Once Again, The Supreme Court Upsets Precedent In Fourth And Eleventh Circuit
The Supreme Court did agree with the Fourth and the Eleventh Circuit on one thing: It explicitly declined to define what a fiduciary's continuing duty to monitor was supposed to look like...
United States
11 Jun 2015
Supreme Court Refocuses The 11th Circuit In Its Review Of An ESOP Fiduciary's Duty Of Prudence
Two years ago, when called upon to address an ESOP fiduciary's duty of prudence in the context of a motion to dismiss, the 11th Circuit followed a long line of cases.
United States
15 Jul 2014
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