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This seminar will review the proposed regulations defining fiduciary investment advice along with the proposed prohibited transaction exemptions intended to allow fiduciary advisors to continue to receive payments that could create prohibited conflicts of interest. The presentation will address the expected practical implications of these regulations and the anticipated timeframes for implementation.
Topics include:
Prerequisites:
There are no prerequisites for this program, however, the speaker will assume participants have experience working with retirement plans.
Level: Intermediate.
Instructional Delivery Method
Group – Internet-Based
Speaker: David Schultz, J.D.
Objectives: After attending this Web seminar, an attendee should be able to:
How to participate
You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone. Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.All ownership and intellectual property rights in and relating to this website and all of its contents or any copies thereof, including but not limited to copyrights, logos, trademarks, service marks, design, text, videos, sound recordings, images, links, graphics, code, concepts and themes are owned by SunGard and/or its subsidiaries (collectively "SunGard") or used under authorized license by the SunGard. Any recording, reproduction, transmission, distribution, publication, performance, broadcast, hyperlink, creation of derivative works or other use in whole or in part in any manner without the prior written consent of the SunGard is expressly prohibited. Without the prior written consent of the SunGard, you shall not insert a hyperlink to this website or any part thereof on any other website or "mirror" or frame this website, any part thereof, or any information or materials contained in this website on any other server, website or webpage.