Product Details

Author: Marcia S. Wagner, Esq., Stephen J. Migausky, Esq., Livia Quan Aber, Esq. Copyright: 2016 Product Number: 9087

In April 2016, the U.S. Department of Labor (DOL) released its final rule, which greatly expands the DOL’s definition of “fiduciary” to apply to a broad range of advisors and broker-dealers who work with retirement-related accounts. This book offers guidance to advisors, planners, agents, attorneys and other professionals regarding this rule. The text is a combination of expert explanations and legal analysis along with answers to vital questions before they arise.

Click to see the Table of Contents.

RELATED RESOURCE: Click to see the related e-learning course Fiduciary Responsibility for ERISA Plans.

Keywords: Fiduciary responsibility|Personal finance|pension and retirement|united states|

Pricing

  • Member-US: US$169.00
  • Non-Member-US: US$177.45
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