Last week, two courts issued preliminary decisions pausing DOL’s 2024 redefinition of “fiduciary” and its changes to exemptions, including PTEs 2020-02 and PTE 84-24.  The 45 minute webinar provided an overview of the decisions, described the next steps procedurally, and forecasted how the challenges will ultimately play out.

To request access to the recording and other program materials, please click here or below.

 

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