Tag: DOL fiduciary rule

Michael Barry, president of O3 Plan Advisory Services LLC, discusses the political back and forth that occurs when administrations change,...

Michael Barry, president of O3 Plan Advisory Services LLC, discusses why he thinks the DOL’s new proposed fiduciary rule is...

The item on the Department of Labor’s (DOL)’s regulatory agenda has moved from a final rule expected in September to...

Although it did answer the question of whether the decision was made in response to the 5th U.S. Circuit Court...

Plan sponsors can anticipate additional guidance and legislation on a number of retirement plan issues.

The agency noted that some financial institutions have devoted significant resources to comply with the BIC Exemption and the Principal...

The decision puts another layer of finality on the fate of the now-defunct Department of Labor fiduciary rule expansion, meaning...

Michael Barry, president of the Plan Advisory Services Group, discusses the efforts—or lack thereof—of the Trump DOL regarding the fiduciary...