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MAP Retirement
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TriStar Pension Consulting
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Anchor 3(16) Fiduciary Solutions LLC
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Regional Vice President of Sales MAP Retirement
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Retirement Plan Quality Assurance Specialist ERISA Services Inc.
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Special Projects Account Manager Nova 401(k) Associates
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The Pension Design Group
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Vice President, Implementation & New Business PCS Retirement
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Loren D. Stark Company
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The Pension Design Group
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Senior Retirement Plan Administrator (TPA) Kernutt Stokes
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PCS Retirement
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Pentegra
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M2B Retirement Consulting LLC
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View More Worldwide Employee Benefits Network [WEB] Webinars, Podcasts and Conferences
The Fiduciary Saga ContinuesWorldwide Employee Benefits Network [WEB] |
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Mar. 6, 2024 On-Demand Webinar |
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On November 3, 2023, the Department of Labor (“DOL”) proposed a new definition to determine when someone is acting as an investment advice fiduciary under ERISA. At the same time, they also proposed changes to a number of exemptions. This is the latest proposal in the saga that began in 2010 when DOL initially began attempting to rewrite the fiduciary standards. DOL finalized a rule in 2016, only for courts to strike it down in 2018. DOL again attempted to expand the scope of its rules in 2020, only again to be thwarted by courts in 2023. We will describe the new proposal and forecast where it is headed. The program will cover:
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