The health and safety of all attendees is paramount. In light of the coronavirus situation, we will be canceling the following programs and will be contacting individuals impacted. We will continue to provide updates when available. Thank you.

SEC Rule and Its Impact on Plans and Participants

  Free to International Foundation and ISCEBS Members

Recorded - August 29, 2019
3:00-4:30 p.m. ET

After a decade of grappling with how to enhance investor protections, the SEC recently finalized its Regulation Best Interest rule. This rulemaking package also includes a new required disclosure document and interpretation of some existing rules.

This presentation will cover:

  • The rulemaking package with particular emphasis on how it impacts service provider interactions with plan sponsors and active plan participants
  • The rule’s impact on rollover recommendations
  • The degree of certainty this rule offers as we hurdle toward a June 30, 2020 compliance deadline.




Joan C. McDonagh [view bio]
Senior Director, Legislative and Regulatory Affairs
Empower Retirement
Milwaukee, Wisconsin


Not a Member?
Sign Up Today!
Access this webcast for US$325.00. This one-time fee includes an International Foundation membership and access to all upcoming and recorded webcasts.
*Pricing is for new memberships only. Contact us with any questions.