David M. Cohen

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Although the U.S. Department of Labor’s (DOL) new Fiduciary Duty Rule is set to become effective on April 10, 2017, President Trump has taken action that may delay and possibly prevent the rule from becoming effective. On Feb. 3, 2017, President Trump signed a presidential memorandum that directs the secretary of the DOL to reanalyze the economic and legal impact of the Fiduciary Duty Rule. Click here to read more about what the DOL is…
In this SRZ Insights video, SRZ partner David M. Cohen discusses how investment funds can go over the 25-percent ERISA threshold when taking in U.S. private pension money by using a hard wired master-feeder structure. David describes the details of being hard wired, as well as the types of funds that can use this structure. https://www.youtube.com/watch?v=kMp_KkM1YQU…