Search Results - "Kaleda, David C."

REGULATORY MONITOR.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Jun2026, Vol. 33 Issue 6, p28-33. 6p.

Digital Assets in ERISA Plans and IRAs: It's a Brave New World.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. May2025, Vol. 32 Issue 5, p1-17. 17p.

Qualified Professional Asset Manager: An Important Tool for ERISA Fiduciaries (2024 Update).

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Aug2024, Vol. 31 Issue 8, p8-24. 17p.

ERISA Update.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Sep2024, Vol. 31 Issue 9, p38-44. 7p.

Past is Prologue: DOL Proposes to Change the Definition of "Investment Advice".

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Mar2024, Vol. 31 Issue 3, p1-15. 13p.

Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights under ERISA.

Authors: Kaleda, David C. Onuoha, Anthony

Source: Investment Lawyer. Mar2023, Vol. 30 Issue 3, p14-26. 13p.

DOL Update.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Nov2022, Vol. 29 Issue 11, p25-29. 5p.

Qualified Professional Asset Manager: An Important Tool for ERISA Fiduciaries.

Authors: Kaleda, David C. Onuoha, Anthony K.

Source: Investment Lawyer. Feb2022, Vol. 29 Issue 2, p1-14. 12p.

REGULATORY MONITOR: ERISA Update.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Jun2021, Vol. 28 Issue 6, p38-42. 5p.

DOL Finalizes Investment Advice Exemption and Provides Updated Interpretation of "Investment Advice".

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Apr2021, Vol. 28 Issue 4, p10-20. 11p.

REGULATORY MONITOR: DOL Update.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Nov2020, Vol. 27 Issue 11, p32-36. 5p.

Department of Labor Update.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. May2022, Vol. 29 Issue 5, p41-43. 3p.

ERISA Litigation Trends: Looking Back at 2019 and Forward to 2020 and Beyond.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Apr2020, Vol. 27 Issue 4, p20-27. 8p.

Multiple Employer Plans.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Jul2019, Vol. 26 Issue 7, p35-39. 5p.

Broker-Dealers as Fiduciaries After the DOL Rule Vacatur.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Oct2018, Vol. 25 Issue 10, p18-31. 14p.

Litigation Against 403(b) Plan Fiduciaries.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Mar2018, Vol. 25 Issue 3, p1-11. 9p.

Regulation of Robo-Advisers by the Department of Labor.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Aug2017, Vol. 24 Issue 8, p1-22. 20p.

REGULATORY MONITOR.

Authors: Kaleda, David C.

Source: Investment Lawyer. Jan2017, Vol. 24 Issue 1, p41-44. 4p.

Department of Labor's Final "Investment Advice" Regulation and Its Impact on the Retail Investor Marketplace.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Jul2016, Vol. 23 Issue 7, p15-30. 16p.

REGULATORY MONITOR.

Authors: Kaleda, David C.¹

Source: Investment Lawyer. Jun2016, Vol. 23 Issue 6, p31-34. 4p.