September 3, 2024
The QPAM Notification Deadline is September 15, 2024
August 21, 2024
New Option: Rollover From 529 Account to Roth IRA
July 31, 2024
5th Circuit District Courts Once Again Thwart the DOL’s Fiduciary Advice Regulatory Agenda
May 23, 2024
Partner Bradley Fay Interviewed in Hedge Fund Law Report Article Titled, “Impact of Amendments to QPAM Exemption on ERISA Funds”
May 16, 2024
DOL Publishes Final Regulation Expanding the Definition of an ERISA Fiduciary
April 5, 2024
DOL Finalizes Amendments to the QPAM Exemption – All QPAMs Must Take Action
January 31, 2024
DOL Updates Procedures for Prohibited Transaction Exemption Applications
March 12, 2023
Bank Failure: Background and Issues to Consider