How the New DOL Fiduciary Rule Applies to TPAs
Presented by: Marcia Wagner, Esq.
Presentation Date: Tuesday, May 10, 2016
Presentation Time: 10:00 a.m. – 11:00 a.m. CT
Continuing Education Credits: 1 NIPA CPE; 1 ERPA CPE
This webinar will provide a timely and pertinent review of the new DOL fiduciary rule as it applies to TPA business owners and those involved in the administration of retirement plans. How the rule affects you and your current business practices will be addressed. The changes from the proposed rule to the final rule, the practical requirements of the BIC and the necessity for training will also be highlighted, as well as a robust conversation regarding rollovers and mitigation of conflicts of interest.