Mercer | Webcasts New DOL fiduciary rule

Mercer | Webcasts New DOL fiduciary rule

New DOL fiduciary rule: What you need to know

Recorded: 19 May 2016

  • Overview
    • The DOL released final rules on April 6, substantially revising the definition of ERISA fiduciary for both defined contribution (DC) and defined benefit (DB) plans. Following heated debate over broadening the fiduciary role, the final regulations offer some concessions compared to proposed regulations released in April of 2015. The new rules become effective on April 10, 2017. 

      In light of the new regulations, there are several recommended actions that plan sponsors should take to remain in compliance with these new regulations.

  • Why attend
    • Attendees can get their questions answered as to what the new DOL regulations mean to them and what actions they need to take to ensure compliance with the new fiduciary rules.

  • Who should attend
    • All Defined Benefit (DB) and Defined Contribution (DC) retirement plan sponsors, CFOs, financial advisors.

  • Speakers
    • Amy Reynolds (Richmond- East Cary) 
      Karen Willsky (New York) 
      Linda Delivorias (Baltimore-South St)