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Frank Pension Consultants, Ltd.
(Lincolnshire IL)

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(Wausau WI / Hybrid)

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Compass
(Remote / Stratham NH / Hybrid)

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Blue Ridge Associates
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Relationship Manager for Defined Benefits

Daybright Financial
(Remote)

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Retirement Plan Administration Consultant

Blue Ridge Associates
(Remote)

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Compass
(Remote / Stratham NH / Hybrid)

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Daybright Financial
(Remote)

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The Department of Labor’s New Investment Advice Fiduciary Rule

Trucker Huss

May 15, 2024
On-Demand
Webinar

The Department of Labor has released the “Retirement Security Rule,” the newest chapter in defining who is an investment advice fiduciary under ERISA.  When the new Rule takes effect on September 22, 2024, it promises to impact the way service providers interact with plan fiduciaries and participants.  At its core, the Rule aims to protect plan participants’ reasonable expectations in receiving investment advice, and to help plan fiduciaries navigate relationships where trust and confidence are critical.

Join Trucker Huss attorneys Brad Huss, Robert Gower and Yatindra Pandya in a discussion covering the key aspects of the Rule from the plan fiduciary perspective, and how to be prepared for the road ahead.

More Information, How to Register