Will DOL's Rule Lay an Accidental Fiduciary Trap?
By Allison BellThe fiduciary rule proposal leaves ambiguity that some say could have a chilling effect on financial guidance.
January 31, 2024
Allianz Life Responds to Suit Involving Agent Oversight QuestionsThe company asserts that, under California law, an insurer is not a fiduciary for its insured.
January 12, 2024
Why New DOL Fiduciary Rule Is Not a 'Rehash' of 2016Former EBSA head Phyllis Borzi explains how Labor's new rule differs and where it may end up.
January 11, 2024
7 Threats Life and Annuity Commenters See Lurking in DOL Fiduciary Rule DraftOne is a provision that could shut some insurers out of the rollover market for 10 years.
January 10, 2024
DOL Can't Put Fiduciary Duty on IRAs, Ex-Labor Official TestifiesLabor has no authority to regulate IRA transactions like rollovers, ERISA lawyer Brad Campbell says; Phyllis Borzi disagrees.
January 09, 2024
Lawmakers Tell DOL to Halt New Fiduciary RuleThe proposal would inflict "harm on millions of retirement savers," lawmakers said.
January 09, 2024
Biden Renews Push to Make Julie Su Labor SecretaryShe has helped shape fiduciary standards and independent contractor efforts.
January 05, 2024
DOL Reviewing 19,000 Fiduciary Rule CommentsNow that the public has weighed in — voluminously — here's what happens next.