Latest DOL Updates

The Department of Labor (DOL) published the final version of its fiduciary rule — the Retirement Security Rule — on April 25, 2024. The Final Rule updates the definition of an investment advice fiduciary under ERISA and the Internal Revenue Code. 

We’re committed to keeping you informed as we assess the implications of the rule. Our team remains actively engaged in advocating for sensible regulations, and it is our priority to partner with you to navigate the new guidelines while continuing to deliver exceptional service.