DOL Developments and Updates

Free to International Foundation and ISCEBS members

Unveiled in April 2024, the new Retirement Security Rule will require all advisors who are working with retirement savings options—including 401(k) retirement plans, qualified plan rollovers and annuities—to follow a fiduciary standard. What does this mean and how is it impacting fiduciaries?

This webcast will cover:

• The new definition of fiduciary
• Investor definitions and exempted conversations
• Compliance and disclosure timing.

This webcast will also discuss the DOL’s proposal relating to Secure 2.0 Act’s lost and found database and proposed rules relating to auto-portability.