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Department of Labor - DOL (Retirement Security Rule) (For Agent Use Only)


The Department of Labor released its new version of a proposed fiduciary rule, specifically targeting annuities, insurance, and rollover advice. We expect the rule to change the definition of Fiduciary, PTE 84-24, and PTE 2020-02.

You can access the information with the following links:

Proposed Retirement Security Rule
Proposed Amendment to PTE 2020-02
Proposed Amendment to PTE 84-24
Proposed Amendment to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128
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Finseca - Department of Labor Announces Fiduciary 3.0 (11.1.23)
NAFA Decries "Misguided Fidiciary Proposal" (11.2.23)
FACC - The DOL's New "Halloween Rule" (11.2.23)