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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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Anchor 3(16) Fiduciary Solutions
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BPAS
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Pentegra
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Regional Vice President, Sales MAP Retirement USA LLC
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ESOP Administration Consultant Blue Ridge Associates
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What You Need to Know Now About DOL’s Final Fiduciary Rule & ExemptionsGroom Law Group |
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May 1, 2024 On-Demand Webinar |
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DOL recently released a final rule amending the definition of “investment advice” and amending important prohibited transaction exemptions (“PTEs”). Parts of the new rules take effect on September 23, 2024, and may require substantial operational and compliance changes. The webinar will cover –
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