The Department of Labor has issued a final regulation re-defining what
constitutes fiduciary investment advice under ERISA. The regulation has
sweeping implications for both plan sponsors and the recordkeepers that service
their plans. The panel will discuss some of the issues faced by
recordkeepers and in particular areas of the rule that are ambiguous and may
require further guidance from DOL. The panel will also discuss some of the
main issues that plan sponsors should be thinking about and what the rule may
mean for them.
After this seminar, attendees will understand the contours of the new rule,
some of the practical and other issues it is creating for recordkeepers and
other plan service providers, and some of the implications and impacts the rule
may have on plan sponsors.
Registration Categories:
BBA Member – Free. Included as part of
your membership
Non-Member - $100.00
Not a member? Join the BBA today
for free-access to this program any many others.
Members also receive
discounted rates for CLE programs and Conferences.
Refunds & Cancellations:
Please note that refunds will only be
allowed for cancellation notices received at least 24 hours before the
program.