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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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