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Director, Strategic Accounts and Channel Development July Business Services
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Senior Client Service Specialist EPIC RPS
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Independent Retirement
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Internal Channel Sales Team Lead July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Regional Sales Director-Heartland July Business Services
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The Pension Source
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Relationship Manager – Defined Contributions Daybright Financial
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Independent Retirement
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Daybright Financial
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Navigating the (Latest) Final DOL Fiduciary Rule For Non-AdvisorsASPPA [American Society of Pension Professionals & Actuaries] |
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June 18, 2024 On-Demand Webinar |
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Speaker: Kelsey Mayo, Director of Regulatory Affairs, American Retirement Association Description: The Department of Labor's most recent effort to update the rules governing “investment advice” has been released in final form. This webinar will review the DOL's final rule, consider what was updated from the proposed rule released in October 2023, review how it changes the traditional “five-part test” for fiduciary status, and consider how that may impact non-advisor service providers. Whether you're a seasoned TPA or new to the industry, this webcast will equip you with the knowledge and strategies needed to navigate this regulatory change effectively. Learning Objectives:
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