Skip to Content

Follow up Q&A from our DOL rule webinars: Plan Sponsor Responsibilities

Posted by Duane Thompson on April 29, 2016 in Fiduciary Excellence Regulatory Update

Two weeks ago, we presented webinars covering the DOL’s recently released fiduciary rule. A recording of that webinar is now available. During that webinar we received over 80 questions. We were not able to answer all of those during the one hour session, but we have compiled and answered them here. The questions are categorized, and we will do separate blog posts to address all of the questions within a given category. These questions are not comprehensive of the rule, they only address the questions that were submitted. Think of them as an addendum to the webinar. For a...

Follow up Q&A from our DOL rule webinars: Plan Sponsor Responsibilities

Permalink | Comments (0)     

Follow up Q&A from our DOL rule webinars: Plan Services

Posted by Duane Thompson on April 27, 2016 in

Two weeks ago, we presented two webinars on consecutive days covering the DOL’s recently released fiduciary rule. A recording of that webinar is now available. During that webinar we received over 80 questions. We were not able to answer all of those during the one hour session, but we have compiled and answered them here. The questions are categorized, and we will do separate blog posts during the week to address all of the questions within a given category. These questions are not comprehensive of the rule, they only address the questions that were submitted. Think...

Follow up Q&A from our DOL rule webinars: Plan Services

Permalink | Comments (0)     

Follow up Q&A from our DOL rule webinars: Rollovers and IRAs

Posted by Duane Thompson on April 25, 2016 in Fiduciary Excellence In the News Regulatory Update

Two weeks ago, we presented two webinars on consecutive days covering the DOL’s recently released fiduciary rule. A recording of that webinar is now available. During that webinar we received over 80 questions. We were not able to answer all of those during the one hour session, but we have compiled and answered them here. The questions are categorized, and we will do separate blog posts during the week to address all of the questions within a given category. These questions are not comprehensive of the rule, they only address the questions that were submitted. Think of...

Follow up Q&A from our DOL rule webinars: Rollovers and IRAs

Permalink | Comments (0)     

Podcast: Interview with Fred Reish

Posted by on April 21, 2016 in

Blaine Aikin interviews ERISA attorney Fred Reish of the Drinker Biddle law firm on the DOL’s fiduciary rule. Recorded at fi360’s INSIGHTS 2016 conference

Podcast: Interview with Fred Reish

Permalink | Comments (0)     

Podcast: Interview with Eugene Maloney

Posted by on April 21, 2016 in

Blaine Aikin interviews Gene Maloney of Federated Investors on the DOL’s fiduciary rule and the current fiduciary landscape. Recorded at fi360’s INSIGHTS 2016 conference.

Podcast: Interview with Eugene Maloney

Permalink | Comments (0)     

Back to top