Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Bates & Company, Inc.
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The DOL's New Fiduciary Rule: The Details on Disclosure (PDF)
Shearman & Sterling LLP [Guidance Overview] May 6, 2016 "[T]he final [DOL] fiduciary rule provides for two new prohibited transaction exemptions ... Financial institutions seeking to rely on these exemptions must make detailed disclosures to their retail clients, the [DOL] and the general public.... [A 5-page chart] describes the different disclosure requirements applicable under each of the BIC Exemption and the PT Exemption." |
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