The New Fiduciary Rule and Amended PTE 2020-02: Effective Date Considerations

Summary

Update alert: This article and its conclusions is impacted by the decision in Fed'n of Ams. for Consumer Choice, Inc. v. United States DOL, No. 6:24-cv-163-JDK, 2024 U.S. Dist. LEXIS 131589 (E.D. Tex. July 25, 2024).