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Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.
August 30 -
The department is defending the rule in three cases brought by Wall Street trade groups, which are aiming to dismantle the new regulation.
August 25 -
The agency also proposed a rule to permit cities to create their own savings plans.
August 25 -
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Compliance with the fiduciary rule is both essential and complicated.
July 27 -
Compliance with the fiduciary rule is both essential and complicated.
July 27 -
It’s time for professional planners, as opposed to sales agents, to define themselves accurately in the public mind. To do it, you need to use key words and phrases with crystal clarity.
June 27 -
The new rules were developed in consultation with the SEC, the Labor secretary adds.
May 20 -
Now that the sharply contested rule is the law of the land, a senior agency official says the department looks to help with compliance, not find targets to sue.
May 11