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The final fiduciary regulations go into effect in early 2017 and will undoubtedly impact the manner in which financial services are delivered to plan sponsors and participants. While financial services firms are still trying to interpret the new regulations and how to best navigate through the changed environment, the potential impact of many of the changes is clear today. This session will review the impact of the fiduciary regulations, including the Best Interest Contract Exemption, on Plan Sponsors along with the steps Sponsors and financial professionals must take to comply with in order to avoid Prohibited Transactions.
Topics Include:
Prerequisites:
There are no prerequisites or other advanced preparation for this program. Attendees should have one year of experience.
Level: Overview
Instructional Delivery Method
Group – Internet-Based
NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.
Objectives: After attending the program you 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.
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