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While there are many items and complexities to the new rule, this article focuses on the basic premise of why the rule was developed and adopted and the effect on the retirement landscape and the players involved.
The Department of Labor’s Fiduciary Rule became effective on June 9th, 2017, and is in a transition period to take full effect on Jan. 1, 2018. Since the rule was introduced in April of 2015, it has faced debate from both sides of the argument: was it needed or not needed? Now that it is in place and active at least in some capacity, what does it mean to retirement plans, retirement plan sponsors, retirement plan participants, investors and financial advisers?
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Tax Implications of Budget Reconciliation Bill
By Lawrence L. Bell
In this two-part article, we look at the proposed tax law changes in the budget reconciliation bill — the major legislation in 2021.
Law Firms and the Rise of Hospitality
By Anthony Davies
The law firm office cannot remain unchanged, as if frozen in time set to some date prior to the onset of pandemic, when the terms and meaning have all changed. In fact, the office must now provide benefits or an experience the lawyers and staff cannot get at home.
Highlight Client Service Skills In the New Year
By Sharon Meit Abrahams
Attorneys need their clients to see them as a trusted advisor and partner in their legal solutions. If the lawyer takes time at the beginning of the relationship to establish expectations, then future conflicts can be avoided or resolved more quickly.
Legal Ops Tech: Tips for Success with Cloud-based Practice Management In 2022
By Tomas Suros
While functionality and features are important, there are a number of additional considerations when evaluating a practice management solution. Will your platform provider serve as a partner that will offer expert guidance and be invested in your ongoing success?
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