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The DOL Fiduciary Rule: What Does the Delay Really Mean?

5/3/2017 12:00 PM - 1:00 PM
Webinar

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

Like the oft quoted “Rumors of my death are greatly exaggerated," reports of the demise of the DOL Fiduciary rule may be premature. The LIMRA LOMA Secure Retirement Institute will host one of Drinker Biddle's ERISA experts to give members a straightforward summary of what the delay really means – and what it doesn't mean.

We invite you to join us at Noon EDT on May 3, 2017 for the discussion in our next DOL Fiduciary webinar. Attendees will be sure to appreciate Joshua's reputation for candid, pragmatic expertise on the legal realities of the fiduciary rule and its requirements for manufacturers and distributors serving the retirement advice market.

Presenters

Joshua J. Waldbeser
Associate, Drinker Biddle & Reath LLP

Joshua J. Waldbeser

Associate, Drinker Biddle & Reath LLP

Joshua J. Waldbeser counsels plan sponsors and committees with respect to their fiduciary responsibilities under ERISA, as well as design and operational considerations for 401(k) plans, ESOPs and other defined contribution plans, cash balance and traditional defined benefit plans, and deferred compensation arrangements of all types. Josh also works extensively with insurance companies, investment advisors and funds, banks and trust companies, broker-dealers, record keepers, TPAs and other service providers with respect to ERISA, tax, securities and other compliance matters, including investment and fiduciary issues, as well as prohibited transactions and exemptions.

Contact us to learn more:

Debbie Boone

Senior Administrative Coordinator

LIMRA

(860) 298-3843

dboone@limra.com

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