Links to the Rule Release and Related Materials on the DOL Website

New Exemption Proposing Release
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Final Rule Reinstating the 5-part Test Fiduciary Investment Definition
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DOL Fact Sheet
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DOL News Release
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You can find additional documents related to the Obama Era rule here.

Fact Sheets, News Releases, Comment Letters and Hill Statements

DOL Bad Advice Rule Comment Letter Template
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Individual Opposition Letter Template
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CFA Fact Sheet on the DOL Rule
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CFA Press Release Urging DOL to Withdraw its Regulatory Package on the Grounds it Exposes Retirement Savers to Conflicted Advice without Adequate Safeguards
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CFA, AFL, AFREF, Better Markets, PIABA Press Release on How DOL is Expected to Strip Retirement Savers of Essential Protections
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CFA Press Release Explaining Why DOL is Wrong to Base its Standard on SEC’s Reg. BI
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Representative Bobby Scott and Senator Patty Murray Comment Letter to DOL Requesting Comment Period Extension
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CFA Letter to DOL Criticizing the Proposed New Advice Rule
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Group Letter Requesting Comment Period Extension
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AARP Comment Letter to DOL Requesting Comment Period Extension
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Chairman Scott Statement on DOL Proposal Threatening Workers’ Retirement Savings – June 30, 2020
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Senator Murray Blasts Secretary Scalia For Inadequate Proposal to Replace Retiree Protection He Fought to Strike Down – June 29, 2020
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Testimony by CFA’s Barbara Roper at DOL Hearing – September 3, 2020
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Testimony by Joseph Peiffer at DOL Hearing – September 3, 2020
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Testimony by AFL-CIO’s Brandon J. Rees at DOL Hearing – September 3, 2020
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Testimony by Personal Financial Planning Program’s Ron Rhoades at DOL Hearing – September 3, 2020
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Testimony by  Ohio’s Securities Commissioner Andrea Seidt at DOL Hearing – September 3, 2020

Social Media Toolkit

News Articles

Wall Street Journal – Labor Department Proposes Fiduciary Exemption for Retirement Plans (June 30, 2020)
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Bloomberg – Consumer Groups Gear Up to Fight Trump’s Retirement Advice Rule (July 1, 2020)
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Investment News – DOL Proposes New Standard to Replace Vacated Fiduciary Rule (June 29, 2020).
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Investment News – DOL Denies Requests to Extend Comment Deadline on Advice Proposal (August 6, 2020)
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ThinkAdvisor – DOL Should Scrap Fiduciary Rule Plan: Roper (August 6, 2020)
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ThinkAdvisor – DOL Proposal Puts Americans’ Retirement Savings at Risk (July 28, 2020)
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ThinkAdvisor – DOL Abandons Its Statutory Mission to Protect Retirement Savers (July 29, 2020)
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Business Law Prof Blog – The Department of Labor’s Test for “Investment Advice” Should Be Changed (July 30, 2020)
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Wealth Management – State Attorneys General, Fiduciary Advocates Say DOL Advice Proposal Falls Short (August 6, 2020)
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Financial Planning – DOL’s Fiduciary Rule Replacement Goes Too Far, and Not Far Enough: Critics (August 7, 2020)