|
This list is published on healthsprocket.com at Source URL: https://www.healthsprocket.com/hs/content/barb-van-zomeren-5-things-plan-sponsors-should-know-about-dol%E2%80%99s-fiduciary-rule Visit now to read comments, add your own comments and rate this list. |
Fact Based List:
Barb Van Zomeren: 5 Things Plan Sponsors Should Know About The DOL’s Fiduciary Rule
Submitted By Anonymous, Created 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...