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SEC IAC Considers Digital Assets, Protection of IRA Investors

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December 10, 2021

Keywords: Digital Assets, Elder Financial Abuse, IAC, IRAs

DOL Extends Relief on Compliance with Fiduciary Exemption

Following requests by the IAA and others, the DOL has extended its grace period for compliance with its new Fiduciary Exemption through January 31, 2022 – and says it won’t enforce the specific requirements pertaining to rollovers until June 30, 2022.

October 28, 2021

Keywords: Retirement Savings, DOL, IRAs

Categories & Topics: Compliance, ERISA & Pension Plans

IAA to DOL: Give Advisers More Time to Comply with Fiduciary Exemption

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October 06, 2021

Keywords: DOL, IRAs, Retirement Saving

Categories & Topics: Compliance, ERISA & Pension Plans

SEC IAC Focuses on Minority and Underserved Inclusion, Discusses Self-Directed IRAs, SPACs

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April 16, 2021

Keywords: Caroline Crenshaw, Diversity & Inclusion, Elad Roisman, Hester Peirce, IAC, IPOs, IRAs, SPACs, States