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The DOL’s Fiduciary Rule — What it Means for Your Business

The headlines are all about the impact of the Department of Labor’s new fiduciary proposal on financial advisors — but the effects could be widespread, extending to third-party administrators (TPAs) and recordkeepers as well.

On May 5, an ASPPA webcast will bring you up to speed on the historical and political context for the proposal, the 2010 proposal and why it failed, and the details and implications of the 2015 proposal.

The emphasis of this webcast will be on how TPAs and recordkeepers are affected along with an in-depth look at the impact on the financial advisory profession, as well as their interaction with IRAs (and, in particular, rollovers).

The webcast is designed to offer registrants two ASPPA CE credits. It also is designed to offer registrants two JBEA Non-Core CE credits for Enrolled Actuaries (the final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries), and to offer registrants two ERPA CE credits (the final decision as to the number of ERPA credits rests solely with the Internal Revenue Service).

You can find out more about this webcast — and register here.