A Washington Update: What Retirement Professionals Need to Know

Date: August 11, 2022

Time: 2:00 pm - 3:00 pm EST

Location: Virtual

In this session, Bradford Campbell and Kary Moore will provide insights and updates from Washington, D.C. that impact the retirement landscape. Recent legislation and the DOL’s PTE 2020-02 re-interpretation will be covered, as well as the current status and potential future for ESG investing.

Learning Objectives:  

  1. Learn about the recent developments in legislation and current DOL initiatives

  2. Review the DOL’s PTE 2020-02 re-interpretation and discuss best practices for navigating it

  3. Understand core pillars of prudent ESG investing, like fundamental securities analysis, valuation and pursuit of long-term risk-adjusted returns

  4. Understand the new policy direction of the DOL regarding ESG investments in qualified plans, and its likely next regulatory steps


This webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for IWI, and CFP Board.

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