DOL Resources

Updates

The fudicuary rule has been vacated. Though not required by law, carriers may still require some of the forms in the resources below.

Here are some recent articles:

It's Official: DOL Fiduciary Rule is Dead

Fifth Circuit Court of Appeals Vacates DOL Fiduciary Rule

Appeals Court Voids DOL Fiduciary Rule

Court of Appeals Vacates DOL Fiduciary Rule

 

Zenith Resources

The DOL Fiduciary Rule

Visit the Official DOL Fiduciary Rule Website for all the latest on:

  • The Final Rule
  • Best Interest Contract Exemption (BIC)
  • PTE 84-24
  • FAQs
  • Presidential Memorandum on the Fiduciary Rule

Understanding the Rule

Applying the Rule

More Info