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|