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Definition of the Term Fiduciary - Conflict of Interest Rule - Retirement Investment Advice (US Employee Benefits Security Administration Regulation) (EBSA) (2018 Edition)

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eBook details

  • Title: Definition of the Term Fiduciary - Conflict of Interest Rule - Retirement Investment Advice (US Employee Benefits Security Administration Regulation) (EBSA) (2018 Edition)
  • Author : The Law Library
  • Release Date : January 24, 2018
  • Genre: Law,Books,Professional & Technical,
  • Pages : * pages
  • Size : 509 KB

Description

The Law Library presents the complete text of the Definition of the Term Fiduciary - Conflict of Interest Rule - Retirement Investment Advice (US Employee Benefits Security Administration Regulation) (EBSA) (2018 Edition).
Updated as of May 29, 2018

This document contains a final regulation defining who is a “fiduciary” of an employee benefit plan under the Employee Retirement Income Security Act of 1974 (ERISA or the Act) as a result of giving investment advice to a plan or its participants or beneficiaries. The final rule also applies to the definition of a “fiduciary” of a plan (including an individual retirement account (IRA)) under the Internal Revenue Code of 1986 (Code). The final rule treats persons who provide investment advice or recommendations for a fee or other compensation with respect to assets of a plan or IRA as fiduciaries in a wider array of advice relationships.

This ebook contains:
- The complete text of the Definition of the Term Fiduciary - Conflict of Interest Rule - Retirement Investment Advice (US Employee Benefits Security Administration Regulation) (EBSA) (2018 Edition)
- A dynamic table of content linking to each section
- A table of contents in introduction presenting a general overview of the structure


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