In 1974, Congress transformed the American retirement system. By a unanimous vote in the Senate and a margin of 407-2 in the House, it passed the Employee Retirement Income Security Act. The goal was ...
The Department of Labor (DOL) has recently introduced a pivotal update to what constitutes investments advice under ERISA, more commonly referred to as the fiduciary rule. The DOL’s stated goal in ...
The Inflation Reduction Act of 2022 (“IRA”) provides generous tax credits for certain clean energy investments (e.g., 50% of the applicable basis in wind and solar farm projects). However, Treasury’s ...
The U.S. Department of Labor (the “DOL”) recently issued Technical Release 2026-02, providing guidance on whether certain ...
One of the most significant pieces of financial legislation enacted in the last 50 years was The Employee Retirement Income Security Act of 1974, better known as “ERISA.” ERISA directly responded to ...
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