September 3, 2024 The QPAM Notification Deadline is September 15, 2024 August 21, 2024 New Option: Rollover From 529 Account to Roth IRA July 31, 2024 5th Circuit District Courts Once Again Thwart the DOL’s Fiduciary Advice Regulatory Agenda May 23, 2024 Partner Bradley Fay Interviewed in Hedge Fund Law Report Article Titled, “Impact of Amendments to QPAM Exemption on ERISA Funds” May 16, 2024 DOL Publishes Final Regulation Expanding the Definition of an ERISA Fiduciary April 5, 2024 DOL Finalizes Amendments to the QPAM Exemption – All QPAMs Must Take Action January 31, 2024 DOL Updates Procedures for Prohibited Transaction Exemption Applications March 12, 2023 Bank Failure: Background and Issues to Consider Load more
