United States: Department Of Labor Fiduciary Ruling: What Happened, What’s Next And What To Do Now?
Last Updated: November 10 2016

Program content:

On April 6, 2016, the Department of Labor ("DOL") issued its final rule that updates and expands the definition of what constitutes fiduciary investment advice to retirement plans, participants, and beneficiaries. Based on the rule's wide scope, it is expected to have sweeping implications for players across the financial services landscape, including financial institutions of all sizes, insurance organizations, broker/dealers, wirehouses, and retirement plan sponsors.

As organizations gear up for the April 10, 2017 implementation deadline, they are making changes to product line ups, pricing, technology, business processes, distribution, their workforce – and in some cases are even changing their business models themselves. Is your organization ready? This webcast will discuss key trends and tactics that have emerged as financial service organizations tackle implementation challenges and highlight emerging best practices.

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