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ERISA’s fiduciary landscape is surprisingly complex, and the last several years have brought (and rescinded) changes to that landscape. With all of the focus on the DOL’s fiduciary regulations, the BICE, and Regulation Best Interest, these changes have only increased confusion and misunderstanding. This fast-paced session will review the current fiduciary landscape and provide some clarity and understanding as to how the different types of fiduciaries can apply to the plans you serve.
Topics include:NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After attending this Web seminar, an attendee should be able to:
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