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Daybright Financial
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Director of Regulatory Operations and Compliance

PCS Retirement
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Regional Sales Director-Heartland

July Business Services
(Remote / Waco TX / IL)

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Consulting Actuary

Daybright Financial
(Remote)

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Plan Administrator

Stones River Consulting
(Remote / TN)

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Internal Channel Sales Team Lead

July Business Services
(Remote / Waco TX)

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Director, Strategic Accounts and Channel Development

July Business Services
(Remote / Waco TX)

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Consultant / Account Manager

Spectrum Pension Consultants (part of Daybright Financial)
(Remote / Tacoma WA / CA / OH)

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Team Leader

Nova 401(k) Associates
(Remote)

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Regional Sales Director-Mid Atlantic

July Business Services
(Waco TX / DC)

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Relationship Manager

Daybright Financial
(Remote)

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Manager of Client Service

EPIC RPS
(Remote / Norwich NY)

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Senior Client Success Manager

Independent Retirement
(Remote)

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Experienced Employee Benefits Attorney

Shipman & Goodwin LLP
(Hartford CT / Stamford CT / Boston MA / Hybrid)

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Regional Sales Director

Independent Retirement
(Remote)

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Plan Administration Analyst

EPIC RPS
(Remote)

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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
On-Demand
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