Overview
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.
