Fiduciary Investment Advice Toolkit | Practical Law
Resources to assist attorneys counseling employers and financial service providers on the definition of fiduciary investment advice under the Employee Retirement Income Security Act of 1974 (ERISA) and the Department of Labor's (DOL's) final regulation on fiduciary investment advice. In 2018, the DOL's final fiduciary investment advice rule was vacated by the Fifth Circuit Court of Appeals, rendering the final rule invalid. Accordingly, this Toolkit exists to provide background information only.