Loan & Distribution Specialist AimPoint Pension
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
AimPoint Pension
|
Bates & Company, Inc.
|
Regional Vice President of Sales The Retirement Plan Company
|
Compass
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Webinars and Podcasts |
> | Upcoming | Recorded |
Conferences (In-Person or Virtual) |
> | Upcoming | Grouped by Location |
All | > | Upcoming | Grouped by Sponsor |
View More Faegre Drinker Webinars, Podcasts and Conferences
The DOL's New Fiduciary 'Rule' and the PTE: What Registered Investment Advisers Need to KnowFaegre Drinker |
June 23, 2021 Recorded Online Webinar |
Effective February 16, 2021, the DOL announced an expanded definition of fiduciary advice which will cause many RIA services, that were previously considered non-fiduciary under ERISA and the Internal Revenue Code, to be subject to a fiduciary and best interest standard of conduct and the prohibited transaction rules for fiduciary advice. To address the prohibited transaction consequences, the DOL also issued prohibited transaction exemption (PTE) 2020-02 that imposes a standard of conduct, disclosure obligations, mitigation requirements, policy and procedure requirements and more.
|