dol – [BonkNote]

2023 – DOL/EBSA – 2023-0014 – RIN-1210-AC02 – Searches “American Academy of Actuaries” – 1 Result 2024 0102 – Letter – Anonymous – EBSA-2023-0014-0451 – 1210-AC02 – [link-p] The NAIC prescribed Economic Scenario Generator developed by the American Academy of Actuaries (“Academy… Harris is a Fellow of the Society of Actuaries and member of the .American Academy of Actuaries… She…

John Hilton 2024 0116 – InsuranceNewsNet.com – Hearing speakers trade barbs on whether DOL fiduciary rule hurts or helps, by John Hilton – [link] 2024 0415 – InsuranceNewsNet.com – Trade groups express concern about regulatory process on DOL fiduciary rule, by John Hilton – [link] A group of 11 industry trade associations sent a letter to…

DOL – Department of Labor – PTE 2020-02 dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/faqs/new-fiduciary-advice-exemption 2024 – Letter – NAIFA to GOV-DOL/EBSA – RE: Comments of NAIFA to RIN 1210–AC02: Retirement Security Rule: Definition of an Investment Advice Fiduciary and ZRINs 1210-ZA32, 1210-ZA33, 1210-ZA34 (p13) – VI. The Proposed Rule Excludes Independent Marketing Organizations from PTE 2020-02. Independent marketing organizations (“IMOs”)…

2023 – DOL/EBSA – 2023-0014 – RIN-1210-AC02 – Comments 2024 0102 – Letter – AFL-CIO – Final_FRComments_Letterhead01.02.24 – EBSA-2023-0014-0437 – RIN-1210-ac01 – [link-7p] On behalf of the AFL-CIO, I am writing to express strong support for the U.S. Department of Labor’s (“DOL” or “the Department”) proposed rulemaking titled “Retirement Security Rule: Definition of an Investment…

DOL – Department of Labor – Rollovers 2023 05 – InsuranceNewsNet.com – DOL won’t give up on push for fiduciary standard on rollovers, analysts say, by John Hilton – [link] 2023 1031 – ThinkAdvisor.com – Ed Slott: Yes, IRA Rollovers Are Advice Under New DOL Fiduciary Rule, By Melanie Waddell – [link] 2023 1107 – ThinkAdvisor.com -…

FACC – Federation of Americans for Consumer Choice facchoice.com/ CEO – Kim O’Brien – facchoice.com/staff/ 2022 0202 – fa-mag.com – Insurance Agents Sue to Overturn DOL Rule, by FA Staff – [link] The Federation of Americans for Consumer Choice, a trade group representing independent insurance agents and agencies, sued the Department of Labor today…

DOL – Department of Labor – Legal Cases ACLI vs. Perez (DOL – Department of Labor) – Fiduciary Rule 2022 – LC – American Securities Association v. U.S. Department of Labor No. 8:22-cv-330, 2023 WL 1967573 (M.D. Fla. Feb. 13, 2023) Document 55 – Order – 69p 2022 – LC – Federation of Americans for Consumer…

2024 0102 – ACLI to GOV-DOL / EBSA – 40p 2024 0102 – ACLI to GOV-DOL / EBSA – Subjects: Retirement Security Rule: Definition of an Investment Advice Fiduciary (RIN 1210-AC02); Proposed Amendment to Prohibited Transaction Exemption PTE 84-24 (Application No. D-12060); Proposed Amendment to Prohibited Transaction Exemption PTE 2020-02 (Application No. D-12057) – 40p…

DOL – Department of Labor – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A ACLI vs. Perez (DOL – Department of Labor) – Fiduciary Rule Back to top D DOL – Department of Labor DOL – Department of Labor – Legal Cases DOL – Department of Labor – PTE 2020-02 DOL – Department of Labor – Rollovers DOL – EBSA…

DOL – Fiduciary Rule – Media 2016 04 – Morningstar – New Fiduciary Rule More Pro-Investor Than Previous Iteration – [Scott Cooley] – [VIDEO-YouTube-05:04] 2016 0628 – Morningstar – The DOL Fiduciary Rule: Winners and Losers – [Michael Kitces] – [VIDEO-YouTube-09:50] RIAs Products Distribution vs Advice 2 – Training 3 – CFP, Broker-Dealer – Fee-Based…