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Definition of the Term “Fiduciary”; Conflict of Interest Rule-Retirement Investment Advice

retirement-erisa · Employee Benefits Security Administration · Published 2016-04-08 · Effective 2016-06-07 · 81 FR 20946

Document

Document number
2016-07924
Federal Register citation
81 FR 20946
CFR reference
29 CFR 2509
Type
Rule
Action
Final rule.
Category
retirement-erisa
Sub-agency
Employee Benefits Security Administration
Publication date
2016-04-08
Effective date
2016-06-07

Abstract

This document contains a final regulation defining who is a "fiduciary" of an employee benefit plan under the Employee Retirement Income Security Act of 1974 (ERISA or the Act) as a result of giving investment advice to a plan or its participants or beneficiaries. The final rule also applies to the definition of a "fiduciary" of a plan (including an individual retirement account (IRA)) under the Internal Revenue Code of 1986 (Code). The final rule treats persons who provide investment advice or recommendations for a fee or other compensation with respect to assets of a plan or IRA as fiduciaries in a wider array of advice relationships.

Source

Authoritative
Federal Register document
Machine
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