What new advisers need to know about being a fiduciary, which can be plan trustees, plan administrators or members of a plan’s investment committee. The Employee Retirement Income Security Act of 1974 ...

The fiduciary rule has faced decades of debate, but its core promise remains the same: Put the client first. What it means to be a fiduciary advisor has a long and convoluted history. The original ...

The term "fiduciary activities" refers to assets, which a federal, state or municipal government administers for non-federal individuals. Some types of fiduciary activities include the Thrift Savings ...

The taxation of trusts is fundamentally different from the taxation of individuals and businesses. It has its own logic for determining amounts of income and gain, allocating income and gain between ...

WINDSOR, Conn. – July 5, 2016 – The LIMRA LOMA Secure Retirement Institute TM today announced the recent launch of DOL Fiduciary Basics for Employees, a new short online course that offers an unbiased ...