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So You Think You Know the Fiduciary Rule?

7/12/2016 12 - 12 p.m.
Virtual town hall with attorney Marcia Wagner

Overview

Who Should Watch

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

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.

Highlights

Ask Marcia. Time for an overview of the rule, its exceptions, significance, and a “how to” of what you should do to get yourself and your clients ready. During this LIMRA LOMA Secure Retirement virtual DOL town hall, Marcia Wagner, a leading ERISA attorney, will share her perspectives on the key issues evolving from the rule. She’ll also answer questions submitted in advance - as well as questions submitted during the town hall. This will be interactive. Here is your chance not only to get your own questions answered, but also to hear what’s on the mind of others in the industry.

Presenters

Marcia S. Wagner
Principal, The Wagner Law Group

Marcia S. Wagner

Principal, The Wagner Law Group

Marcia is a specialist in pension and employee benefits law. At the Wagner Law Group, one of the nation’s largest boutique law firms, she specializes in ERISA, employee benefits, and executive compensation. She has practiced law for nearly 30 years. Marcia is recognized as an expert in a variety of employee benefits issues and executive compensation matters. She has written hundreds of articles and 14 books, and is a summa cum laude and Phi Beta Kappa graduate of Cornell University and a graduate of Harvard Law School.
Alison Salka, Ph.D.
Senior Vice President and Director of Research, LIMRA and LOMA

Alison Salka, Ph.D.

Senior Vice President and Director of Research, LIMRA and LOMA

Alison Salka joined LIMRA and LOMA in 2012 and is responsible for determining and implementing the strategy and direction of its global research program. She oversees a team of more than 80 researchers and other staff professionals in the research division who conduct consumer research, benchmark studies, and white papers focused on helping member companies better understand industry issues and trends. She is also the director of the Secure Retirement Institute.

Salka previously led the retirement research and competitive intelligence team at Prudential, and was also a director of retirement research and business analytics at MassMutual. She has earned a Master’s degree and holds a doctorate.

Contact us to learn more:

Debbie Boone

Senior Administrative Coordinator

LIMRA

dboone@limra.com

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