Fact Based List:
Barb Van Zomeren: 5 Things Plan Sponsors Should Know About The DOL’s Fiduciary Rule
Submitted by Anonymous on Mon, 04/18/2016 - 10:56
- Similar to proposal, final rule replaces 1975 regulations
- “Recommendation” key to a finding of fiduciary investment advice
- Rule includes specific examples of communications that are not recommendations
- ‘Investment education’ further clarified
- Best interest contract (BIC) exemption remains
Source: Employee Benefit News
Source URL: http://www.benefitnews.com/opinion/5-things-plan-sponsors-sh...
List Ratings: |
Lists You Might Also Be Interested In
- 10 Challenges to Implementing or Expanding VBC Risk Arrangements
- Key players in the health-care challenge before the Supreme Court
- Ricardo Alonso-Zaldivar & Stephen Ohlemacher: 5 Things to Know About the 2015 Annual Social Security and Medicare Trustees Report
- 5 Tips for Patient mHealth Safety
- Kaiser Health News: The 10 Most Expensive Insurance Markets In The U.S.
Login or register to post comments