Season 6, Episode 3: RIP The Retirement Security Rule
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Season 6, Episode 3: RIP The Retirement Security Rule
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On March 12, Judge Jeremy D. Kernodle in the US DistrictCourt for the Eastern District of Texas approved a motion to vacate the Retirement Security Rule. What does that mean for retirement security?
The motion to vacate – essentially waving a judicial wand tomake it as though the regulation never existed – was unopposed by the Department of Labor.
But what does that mean for retirement plan advisors – andretirement plan advice? Is the 5-part rule still in force? Whatabout PTE 2020-02? And what about rollovers?
Nevin (Adams) and Fred (Reish) discuss and debate the “new”fiduciary landscape.
Episode Resources
RIP Fiduciary Rule: Judge Officially Strikes Down DOL Regulation
Trump Administration Moves to Drop Defense of Fiduciary Rule
Breaking! Department of Labor Releases Final Investment Advice Fiduciary Rule
Fact Sheet: Retirement Security Rule and Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries | U.S. Department of Labor