Now that the Department of Labor has issued a new proposed definition of fiduciary advice and amended exemptions for conflicted advice, how will investment advisers be impacted? For most, the greatest impact will be on recommendations for plan-to-IRA rollovers and IRA-to-IRA transfers, but other provisions could affect advice regarding IRAs and retirement plans, even if a firm is already complying with the current PTE 2020-02. Join us for this engaging and informative session that dives into DOL’s proposed changes and what they could mean for you.
Time
All times in Eastern Time
12:00 - 1:00 PM
Tell Me More
For detailed event information, including agenda and speakers, please visit the event website.
Continuing Education Credit
Visit the event website for information on available continuing education credit.
Questions
Contact Megan Seidman or call +1 202 230 5161.
Original source can be found here.