Who Should Watch
This is a LIMRA and LOMA member-only event. Membership will be verified upon registration.
Individuals who are involved in the implementation of the DOL fiduciary rule at their firms, or who are seeking to better understand the challenges and opportunities that will arise under the final rule. This will include those involved in product development, marketing, customer service, distribution, compliance issues, and those who have a role in education for their workforce and customer services programs for defined contribution plans.
This one-day symposium will bring together industry experts and consultants to examine the Department of Labor’s final fiduciary rule, its implications to distribution, product design, communication efforts, as well as discuss new opportunities and challenges facing the financial services industry.
- Review of Final Rule and Industry Update
- The Future of Distribution
- Lessons Learned from Around the Globe
- New Opportunities in a Post-DOL Fiduciary Rule Landscape
Attendees will have an opportunity to discuss the biggest challenges facing their companies as they plan to implement the DOL fiduciary rule and learn valuable best practices uncovered by their peers.