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Carpenter Morse Group Inc.
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Compass Retirement Consulting Group, Inc.
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Defined Contributions Consultant Loren D. Stark Company (LDSCO)
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SPS
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Premier Plan Consultants
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Ubiquity Retirement + Savings
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Customer Experience Specialist AimPoint Pension
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BlueStar Retirement Services Inc.
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Cetera Retirement Plan Specialists
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Non-Qualified Retirement Plan Administrator The Hebets Company, NFP
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BlueStar Retirement Services, Inc.
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Carpenter Morse Group
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BlueStar Retirement Services, Inc
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Defined Contribution Plan Administrator PPS Pension Services
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Loren D. Stark Company (LDSCO)
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Primark Benefits
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Heritage Pension Advisors, Inc.
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Defined Benefits Combo Cash Balance Consultant Loren D. Stark Company (LDSCO)
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Ubiquity Retirement + Savings
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Multnomah Group, Inc.
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Ubiquity Retirement + Savings
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DOL Fiduciary Rule Finds New Life in Rule Extensionfi360 |
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Apr. 20, 2017 Recorded Online Webcast |
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As expected, the Department of Labor’s Fiduciary Rule has officially been delayed until at least June 9. What was not expected is that the expanded definition and principles-based Impartial Conduct Standards may survive in the final Rule. With that in mind, join us as we examine the substance of the Rule modifications and why advisors should be prepared to meet the impartial conduct standards as soon as June 9. We will also look at the broader compliance picture under the Rule, the overall trends affecting the future of investment advice, and how the advice market is already responding despite uncertainty. Presenters:
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