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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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ESOP Administration Consultant Blue Ridge Associates
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Pentegra
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MAP Retirement
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Anchor 3(16) Fiduciary Solutions
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BPAS
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Retirement Plan Consultants
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July Business Services
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Retirement Relationship Manager MAP Retirement
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Retirement Plan Administration Consultant Blue Ridge Associates
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Compass
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Regional Vice President, Sales MAP Retirement USA LLC
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Southern Pension Services
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BPAS
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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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