Fiduciary Rules and Practices
Calling the latest iteration of the fiduciary rule “the third installment of a long running regulatory series,” American Retirement Association CEO Brian Graff went directly to the source, speaking with EBSA COO Tim Hauser about the Retirement Security Rule.
The two fiduciary ‘veterans’ sit down for a (very) comprehensive discussion of the primary reasons EBSA thought it necessary to update the regulatory definition of investment advice and its goals and objectives. They examine the most impactful and controversial provisions, how they affect participants, sponsors and advisors, and much more.
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