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Searching Content indexed under Retirement, Superannuation & Pensions by Kramer Levin Naftalis & Frankel LLP ordered by Published Date Descending.
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1
Hardship Distributions – IRS Clarifies Bipartisan Budget Act Of 2018
The Bipartisan Budget Act of 2018 (BBA) made several changes with respect to Section 401(k) and 403(b) plans.
United States
10 Dec 2018
2
Court Strikes Down DOL's Fiduciary Rule, But SEC Proceeds With Its Own Version
SEC Chairman Jay Clayton said the agency is proceeding with its own fiduciary rule, which would not be affected by the 5th Circuit Court of Appeals' decision to vacate the DoL's previous incarnation of the regulation,
United States
4 Apr 2018
3
Labor Department Completes Delay Of Fiduciary Rule Implementation
The final delay in the implementation of the high-profile rule gives the department additional time to consider feedback and criticism from the industry, while also examining President Donald Trump's concerns...
United States
7 Dec 2017
4
Repeal Of Volcker Rule, Fiduciary Rule And Conflict Minerals Rule Passes House Of Representatives
On Sept. 14, the U.S. House of Representatives passed a bill (H.R. 3354) along a party-line vote that would (i) repeal the Volcker Rule, the fiduciary rule adopted by the Department of Labor ...
United States
22 Nov 2017
5
Fiduciary Rule Update – September 2017
Relief is available where the ERISA plan or IRA invests using an independent
United States
6 Sep 2017
6
DOL Delays Implementation Of Fiduciary Rule Until 2019
The Department of Labor announced it will delay the implementation date for the fiduciary rule until July 1, 2019.
United States
23 Aug 2017
7
Piwowar Pens Letter To Labor Dept. Panning Fiduciary Rule
SEC commissioner Michael Piwowar filed a public comment letter with the Department of Labor that criticized the Obama-era Fiduciary Rule governing retirement investment advisers.
United States
8 Aug 2017
8
No Further Delays For Fiduciary Rule, Will Gain Partial Effect June 9: Labor Secretary
The rule will take partial effect on June 9, with brokers and insurance agents not falling under certain aspects of the regulation until Jan. 1, 2018.
United States
26 May 2017
9
Banking, Finance & Insurance Letter - Octobre-Novembre 2016
Le 10 novembre 2016, l'ESMA a publié son avis technique pour la Commission sur le règlement (UE) 2016/1011 du Parlement européen et du Conseil du 8 juin 2016 sur les indices financiers de référence...
Worldwide
13 Dec 2016
10
Fiduciary Rule In Limbo Under President Trump, Experts Say
President-elect Donald Trump's campaign strategists have said he will repeal the federal rule that requires retirement investment advisers to abide by a fiduciary standard...
United States
22 Nov 2016
11
Merrill Lynch Halts Sale Of Mutual Funds In Brokerage IRAs Due To Fiduciary Rule
In an attempt to eliminate potential conflicts of interest Bank of America Merrill Lynch told its financial advisers to stop selling mutual funds in brokerage-based individual retirement accounts.
United States
11 Nov 2016
12
Retirement Plans Slow To Move Into Liquid Alternative Investments
Education and access to alternatives remain the largest barriers to funds expanding their presence in this potential growth area.
United States
24 Oct 2016
13
Major Business, Financial Industry Groups Sue U.S. Labor Dept. Over Fiduciary Rule
A coalition of nine major business and financial industry groups filed a lawsuit in the U.S. District Court in Texas challenging the Department of Labor's fiduciary rules.
United States
22 Jun 2016
14
Sun Capital Court Decision Adds To ERISA Concerns For Private Equity Funds
The U.S. District Court for the District of Massachusetts ruled that two Sun Capital private equity funds that owned 70% and 30%, respectively, of a portfolio company are effectively in the same controlled group as the portfolio company...
United States
10 May 2016
15
SEC Proposal On Mutual Fund Liquidity Could Impact Pension Plans' Investments: Experts
Experts say proposed SEC regulations that would require mutual funds to have a minimum cash cushion and liquidity risk management programs in place could have a broad impact on retirement plans.
United States
17 Feb 2016
16
CalSTRS Considers Moving More Than $20B Into Liquid Alts, Other Alternatives To Protect Against Downturn
CalSTRS is considering a significant shift away from some stocks and bonds in one of the most aggressive moves by a major pension fund to safeguard against another downturn.
United States
15 Sep 2015
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