The Latest on the DOL Fiduciary Regulation
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Resources:
PDF05.16.17 Presentation Slides.pdf
MP4MP4 Download with Captions

The new rule, which expands the definition of an “investment advice fiduciary” under the Employee Retirement Income Security Act, is scheduled to be phased in beginning in June. 

This webinar will cover:

  • An overview of the guidance
  • How the guidance would affect plans and plan sponsors, and
  • How all of that is affected by a presidential directive and a DOL delay.
Seminar Information
Seminar Date:
May 16, 2017