May 8th, 2017 - 2:25PM — 3:40PM
An overview of the DOL's final Conflict of Interest rule, relevant guidance and industry practices. U.S. Department of Labor (EBSA) Representative invited.
- Understand what constitutes fiduciary advice under the rule
- Ensure that proper steps are taken in meeting one of the prohibited transaction exemptions
- Best practices and industry trends in compliance with the rule