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.