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New DOL Fiduciary Rule and Your 401(k) Plan: Cutting the Chase – What You Need to Know

ABD Insurance & Financial Services

May 12, 2016
Recorded Online
[PowerPoint slides are online.]

Let's break it down together.

This series is designed to cover the big issues – straight to the point. We will break down legislation and regulations that affect group health and welfare plans. You have questions? Great!  Because Office Hours is specifically designed to address your questions. We want to help you find the answers.

Topics for Discussion

  • What is the purpose of the rule, and why has it generated so much buzz?
  • How does the rule affect ERISA plan sponsors?
  • What practices are the primary target for the new rule?
  • What is the new definition of fiduciary investment advice—and what are the key exceptions?
  • What are some common examples of where the rule will newly confer fiduciary status?
  • How does the “Best Interest Contract” or “BIC” exception apply, and what is the purpose?
  • When do the new rules take effect?
  • How will the new rule affect your relationship with ABD or any other plan investment advisor?

More Information, How to Register

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