This will
allow plan fiduciaries to determine if plan services fees are fair and reasonable.
Not exact matches
The Department also believes that making the rule immediately effective will provide
plans,
plan fiduciaries,
plan participants and beneficiaries, IRAs, IRA owners, financial services providers and other affected service providers the level of certainty that the rule is final and not subject to further modification without additional public notice and comment that will
allow them to immediately resume and / or complete preparations for the provisions of the Rule and PTEs that will become applicable on June 9, 2017.
«While the Financial
Planning Coalition takes no view on a rule that has yet to be proposed, we believe that the DOL should be
allowed to proceed with its
fiduciary rulemaking process, including issuing a draft rule for public comment.»
The federal judge overseeing the case in Texas against the Department of Labor's
fiduciary rule on Wednesday denied considering all but two of the eight amicus briefs filed in the court,
allowing only the briefs filed by the Financial
Planning Coalition and the American Association for Justice.
May 7, 2014 David Winters tells Fox Business» Maria Bartiromo he believes that Warren Buffett and the Board of Directors at Coca - Cola have failed their
fiduciary duties to shareholders by
allowing Coca - Cola's equity compensation
plan to pass.
PFM announced an agreement to acquire the assets of
Fiduciary Capital Management (FCM) that will
allow PFM's asset management business to expand its services to include «stable value» investments to qualified retirement
plans such as 401 (k) and 457
plans.
The complaint notes that this action is similar, but narrower in scope, to 18 separate lawsuits pending in federal district courts around the country which allege a university defendant breached its Employee Retirement Income Security Act (ERISA)
fiduciary duties by
allowing TIAA to collect excessive fees from the university's retirement
plan.
Your Investment Policy Statement (IPS)-- Your
plan provides a foundation for investment monitoring and selection that
allows the
plan sponsor to promptly and prudently address their
fiduciary duties.
Liz provides a wide array of estate
planning,
fiduciary litigation, tax
planning and private wealth services to clients who are seeking to strategically manage their wealth in a way that
allows them achieve their estate
planning goals and objectives and to do so as tax efficiently as possible.