After several amendments and applicability delays, the Employee Retirement Income Security Act's (ERISA) fiduciary rule is finally set to be effective on January 1, 2018. However, with the prevailing transition period (June 9, 2017 - January 1, 2018), in addition to the mixed reactions it has been receiving, it is still difficult to predict ERISA’s future and to navigate upcoming developments on the said rule.
Considering these, it is imperative for all ERISA-affected entities to be abreast of the latest updates and possible revisions on the final rule. As early as now, affected firms must start devising a comprehensive plan to closely monitor any updates.
Join a panel of key thought leaders and professionals assembled by The Knowledge Group as they bring the audience to a road beyond the basics of ERISA's fiduciary rule and as they delve into an in-depth analysis of the current trends and emerging developments. Speakers will also give significant insights on how to monitor the updates and promptly comply with the requirements.
This LIVE Webcast will discuss the following key topics:
- ERISA - Legal Framework
- Overview of the ERISA's Fiduciary Rule
- Important Dates and Amendments
- Timeline of Applicability
- Potential Changes and Revisions
- How to monitor important updates
- -BIC Exemption
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