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Fred Reish

‘Past’ Tense?
By Fred Reish | 12/15/2022
The DOL’s Prohibited Transaction Exemption (PTE) 2020-02 applied fully to rollover recommendations and other conflicted fiduciary advice on July 1, 2020. So, the compliance requirements are in place and we can all heave a sigh of relief, right? Not so fast! While all of the requirements—the... READ MORE
DoL Proposes Change to 408(b)(2) Disclosure Regs
By Fred Reish | 7/24/2013
The Office of Management and Budget has posted that it received a proposed regulation from the Department of Labor. Unfortunately, it is not the much-anticipated proposed regulation on fiduciary advice. Instead, it is a regulation that addresses the development of a “Guide or Similar Requirement... READ MORE

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