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July Business Services
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BPAS
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ESOP Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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Southern Pension Services
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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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Regional Vice President, Sales MAP Retirement USA LLC
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BPAS
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MAP Retirement
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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Relationship Manager MAP Retirement
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View More Broadridge Webinars, Podcasts and Conferences
The DOL’s Fiduciary Proposal: How Fiduciary Standards Will Apply to Retirement Income SolutionsBroadridge |
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Jan. 18, 2024 On-Demand Webinar |
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The DOL issued its new fiduciary proposal on October 31, 2023, which includes a new definition of fiduciary and changes to several prohibited transaction exemptions. How does this rule change the landscape for retirement income solutions? To learn more, join Fred Reish and Bruce Ashton for an overview of the proposal, particularly focusing on rollovers. Under this new framework, they will discuss the three primary types of retirement income solutions and how the Prudent Practices for Retirement Income Solutions can be leveraged for selection and monitoring of a plan alternative. Learning Objectives: By the end of the session, attendees will learn the following:
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