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DOL Fiduciary: Examining the Final Rule

4/14/2016 2:00 PM - 2:00 PM
Virtual Town Hall Meeting

Overview

Who Should Watch

LIMRA member company employees who are engaged in the retirement industry.

Highlights

ERISA attorney Bradford P. Campbell, counsel at Drinker Biddle & Reath LLP, will provide an overview of the final rule with emphasis on what has changed from the proposal; scope of the rule’s application (basis for fiduciary status); implications for product manufacturers and distributors; and most significant areas of litigation risk.

Presenters

Bradford Campbell
Partner, Drinker Biddle & Reath, LLP

Bradford Campbell

Partner, Drinker Biddle & Reath, LLP

As partner at Drinker Biddle & Reath LLP, Brad advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions. A nationally-recognized figure in employer-sponsored retirement plans, he is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration. As ERISA's former “top cop” and primary federal regulator, Brad provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors. In addition, he testified before three Congressional Committees regarding the effects of the Department of Labor fiduciary regulation.
Judy Zaiken, CLU, ChFC
Corporate Vice President, Strategic Research Initiatives, LIMRA

Judy Zaiken, CLU, ChFC

Corporate Vice President, Strategic Research Initiatives, LIMRA

Judy Zaiken is corporate vice president, responsible for leading strategic research initiatives for LIMRA. In this capacity, she works across the enterprise to identify research opportunities as a result of evolving regulations and advancing technology that will lead to the development of member solutions.

Before assuming her current role, Zaiken led the LIMRA Secure Retirement Institute research program. Prior to joining LIMRA in 2014, she was responsible for annuity product strategy and business development for MassMutual Financial Group.

Zaiken holds a Master of Business Administration from Western New England University and a Bachelor of Arts in Economics from Framingham State University.

Contact us to learn more:

Debbie Boone

Senior Administrative Coordinator

LIMRA

(860) 298-3843

dboone@limra.com

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