7/25/17 - Fiduciary Rule Check-Up Webinar

Tuesday, July 25, 2017 (3:30pm - 4:15pm US/Eastern)
My Meetings
View Meeting Documents

This is a member-only call.

Over a month has passed since the implementation date of the fiduciary rule (with other provisions taking effect on January 1, 2018). This webinar will provide you the opportunity to relay your concerns on the rule, which will assist in the submission of a comment letter to the Department of Labor (DOL) on how the fiduciary rule could be altered to better assist plan sponsors of retirement plans. The DOL released a Request for Information last week on certain aspects of the fiduciary rule. All comments must be submitted by August 7, 2017.

Michael Francese, Richard Shea, and Jason Levy (all from Covington & Burling) will present during the webinar and draft the comment letter to the DOL. We greatly appreciate their assistance on this project.

Note, the DOL also asked for comments on the second implementation date, January 1, 2018, however, I do not feel the need to comment on this request since most of the provisions that impact plan sponsors took effect on June 9, 2017. Please reach out to me ASAP if you think a comment letter is warranted on the second implementation date.

If you are a prospective member and would like to participate in the call, please contact ERIC at 202-789-1400 or e-mail: memberservices@eric.org.

The slides for this call will be posted to this site on the morning of the call in the View Meeting Documents section.