Speakers: Justin M. Sizemore

Event Type: CLE / CPD, Webinar

Start Date/Time:
20 September 2016, 3:00 PM EDT
End Date/Time:
20 September 2016, 4:00 PM EDT

This session will help organizations:

  • Understand how the new Fiduciary Rules impact banks, insurance carriers, and other financial institutions manufacturing and distributing financial products in the IRA and employee benefit plan marketplace
  • Determine which functions, products and compensation structures are affected by the new fiduciary standard
  • Comply with the requirements of the Best Interest Contract Exemption while minimizing litigation risk and disruption to existing products and compensation structures
  • Avoid common mistakes we are seeing in the marketplace

Register here.