The Future of Fiduciary: What You Should Know Now

Date: 05/10/2017
Time: 10:00am - 11:00am
Presenters: Carolyn Kelly

The U.S. Department of Labor (DOL)’s investment fiduciary rule for retirement plan advice is back in the news again — but this time, it’s not the prospect of the rule, but its fate that is in question. What could a world without the fiduciary rule mean for your organization’s retirement plan, whether it be a 401(k), 403(b) or IRA?

During this webinar, Carolyn Kelly, CFP®, Financial Advisor at DZH Phillips Wealth Management, will explain the current state of the fiduciary rule under the new presidential administration and what you should be doing to prepare your organization, regardless of what lies ahead.
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