Pensions & Investments: DOL, White House unveil latest fiduciary proposal to cover one-time rollover advice

Pensions & Investments: DOL, White House unveil latest fiduciary proposal to cover one-time rollover advice

10/31/23

After much anticipation, the White House and Department of Labor on Oct. 31 unveiled a new rule proposal to amend the definition of the term “fiduciary” and require rollover advice be in the best interest of the saver.

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