Pollard & Associates
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New York City District Council of Carpenters Benefit Funds
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Fringe Benefit Group
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Retirement Solutions Specialists
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Retirement Planners and Administrators (RPA)
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Greenline Wealth Management
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Great Lakes Pension Associates, Inc.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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2020 State of the Fiduciaryfi360 |
Apr. 14, 2020 Recorded Online Webinar |
One of the annual traditions of the Fi360 Conference is the "State of the Fiduciary" address that kicks off each conference. It is an update on regulatory and best practices trends for fiduciaries and all things impacting the conduct standards for financial services providers. In lieu of our in-person event, join us the virtual version of that speech as Blaine Aikin and Duane Thompson discuss the most pressing issues for fiduciaries in 2020. It was already looking like a monumental year with Reg BI compliance on the horizon and various states introducing their own fiduciary rules. Now with markets in turmoil and social restrictions in place, advisors have even more to consider as they work to best support their clients. Presenters:
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