NOT FOR REPRINT
No Final Decision on DOL Fiduciary Rule — Yet
News July 15, 2025 at 02:07 PM
Share & Print
What You Need To Know
- The recent Texas decision that one rollover cannot start an "ongoing advice relationship" largely mirrors an earlier decision in another case.
- Neither decision "materially affects" the 2024 fiduciary rule, says ERISA attorney Brad Campbell.
- DOL has until mid-August to respond in a case that has halted the rule for now.
NOT FOR REPRINT
© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.
Immediate Answers to Critical Tax Questions At Your Fingertips
Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.
Get More Information