DOL Fiduciary Rule: 11 Crucial Questions for Plan Sponsors

After years of proposed regulation issuance, comment periods, drafting and anticipation, the Department of Labor’s (DOL) final guidance regarding the definition of “fiduciary” will begin to go into effect in spring 2017. It is important for plan sponsors to understand the reasoning behind and the scope of the final rules.

Please join us for an engaging and informational webinar where you will learn 11 questions that every plan should know about the DOL’s fiduciary rules and how to answer them, as well as how they pertain to you, your plan and your participants.

This webinar will cover:

  • Why the DOL issues these rules
  • What the rules state
  • What is a Best Interest Contract (BIC) exemption
  • The new definition of a fiduciary
  • If RFPs for recordkeeping services will be considered a fiduciary action
  • If the new rules will impact your current service provider relationships
  • And, when the rules will go into effect

Guest Speaker

Michael Viljak, Manager, Senior Plan Consultant, Retirement Plan Advisory Group

Michael Viljak, Manager, Senior Plan Consultant, Retirement Plan Advisory Group

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