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Searching Content indexed under Fund Management/ REITs by Colleen Hart ordered by Published Date Descending.
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Final DOL Fiduciary Rule – Q&As For Employers And Plan Sponsors On Investment Education
The U.S. Department of Labor issued its final rule defining who is a fiduciary of an employee benefit plan under the ERISA as a result of giving investment advice to a plan or its participants and beneficiaries.
United States
4 May 2016
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U.S. Department Of Labor Finalizes Fiduciary Definition And Conflict Of Interest Rule
On April 6, 2015, the U.S. Department of Labor issued its highly anticipated final rule addressing when a person is considered to be a fiduciary under ERISA and the Internal Revenue Code.
United States
20 Apr 2016
3
Sun Capital Court Finds Co-Investing Funds Part Of Controlled Group And Liable For Portfolio Company's Pension Liabilities
District Court finds affiliated funds acted in de facto partnership which controlled portfolio company; Decision may be significant in making private equity acquisition structuring choices.
United States
6 Apr 2016
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