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Gallagher
(Glastonbury CT / Shelton CT / Washington Depot CT / Wilmington DE / Boston MA / Fairhaven MA / Portland ME / Concord NH / Parsippany NJ / Cherry Hill NJ / Bridgewater NJ / New York NY / Latham NY / Buffalo NY / Pittsburgh PA / Wayne PA / Philadelphia PA / Providence RI / Burlington VT / Hybrid)

Relationship Manager

Compass
(Remote / Stratham NH)

Retirement Plan Onboarding Specialist

Compass
(Remote / Stratham NH)

Regional Vice President, Sales

MAP Retirement USA LLC
(Remote / MI / OH)

Senior Retirement Plan Analyst

M2B Retirement Consulting LLC
(Remote / PA)

TPA Billing Manager

MAP Retirement
(Remote)

Sr. Retirement Plan Consultant

Compass
(Remote / Stratham NH / Hybrid)

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View More American Bar Association Joint Committee on Employee Benefits [JCEB] Webinars, Podcasts and Conferences

Fiduciary Rule 4.0: Are You Ready?

American Bar Association Joint Committee on Employee Benefits [JCEB]

Jan. 30, 2024
Recorded Online
Webinar

Join our panel discussing the Department of Labor's proposed regulation on "investment advice fiduciary." This proposed regulation, issued on October 31, 2023, is the DOL's recent reimagining of the existing 5-part regulatory test to modernize the definition of "investment advice fiduciary."

Our panel plans to represent the perspectives of the Department of Labor, plan sponsor, investment adviser, and recordkeeper in assessing the potential impact of the proposal, recently submitted comments to the proposal, and other, developing current events.

More Information, How to Register