Category Archives: Investment Management & Fiduciary Services

Proposed 2017 Tax Act Revealed – Death Tax Repeal Included

A summary of the proposed Tax Cuts and Jobs Act was released this morning (11/2/17) …

Posted in Blog, Estates & Trusts, Investment Management & Fiduciary Services |

DOL Proposes Rule to Extend Applicability Date of BIC and Other Exemptions

The Department of Labor published a Proposed Rule to extend from January 1, 2018 to …

Posted in Blog, Investment Management & Fiduciary Services |

DOL Finalizes Delay of Fiduciary Rule

The DOL has finalized regulations extending the applicability date from April 10 to June 9, …

Posted in Blog, Investment Management & Fiduciary Services |

DOL Issues Temporary Enforcement Policy to Alleviate Uncertainty

The DOL issued a Field Assistance Bulletin addressing both a situation in which the final …

Posted in Blog, Investment Management & Fiduciary Services |

“Settling Your Case and Sleeping at Night” presentation for PBI this Friday, the 17th

Nora Gieg Chatha will be presenting at a PBI Seminar in Pittsburgh on Friday, July …

Posted in Articles & Newsletters, Investment Management & Fiduciary Services |

United State Supreme Court Confirms ERISA Fiduciary’s Continuing Duty To Monitor Investments

In its Tibble v. Edison International decision the United State Supreme Court confirmed that the …

Posted in Blog, Investment Management & Fiduciary Services |

Amendment to the PA Power of Attorney Statute

On March 2, 2015, the Pennsylvania House of Representatives referred to the House Judiciary Committee …

Posted in Bankruptcy, Blog, Estates & Trusts, Financial Institutions, Insolvency/Creditor's Rights/Bankruptcy, Investment Management & Fiduciary Services |