Final DOL Investment Advice Fiduciary Rule Casts a Broader Fiduciary Net

Pentegra

On April 25, 2024, the Department of Labor (DOL) published its Retirement Security Rule: Definition of an Investment Advice Fiduciary (the “Retirement Security Rule”), a package of finalized regulations and amendments to several advice-related prohibited transaction exemptions (PTEs), including PTE 2020-02 and 84-24, as well as others.

Please join us for Pentegra’s PENTalk™, Final DOL Investment Advice Fiduciary Rule Casts a Broader Fiduciary Net, where we will break down this guidance into a digestible understanding of topics including the new definition of advice fiduciary, amended PTEs, fiduciary carve-outs and more.

More Information, How to Register