The New Fiduciary Rules: What Do You Need to Know and Do Now?
Date: Wednesday, July 27, noon – 1 pm ET
This webinar will include:
- A timely and pertinent review of the fiduciary law as published on April 8, 2016.
- Specific preparations, such as whether and how the BIC exemption, fee levelization and robo-advice might be utilized in financial service business models.
- The practical requirements of the new fiduciary rule, BIC and the necessary training of financial advisors and internal sales forces.
- A robust conversation regarding rollovers and mitigation of conflicts of interest.
Presenter:
Marcia S. Wagner, Esq., The Wagner Law Group
Marcia Wagner is a specialist in pension and employee benefits law, and is the principal and founder of The Wagner Law Group. A summa cum laude and Phi Beta Kappa graduate of Cornell University and a graduate of Harvard Law School, Ms. Wagner is recognized as an expert in a variety of employee benefits issues and executive compensation matters. Ms. Wagner was appointed to the IRS Tax Exempt & Government Entities Advisory Committee and ended her three-year term as the Chair of its Employee Plans subcommittee. She received the IRS’ Commissioner’s Award and has been inducted as a Fellow of the American College of Employee Benefits Counsel.
For the past eight years, 401k Wire has listed Ms. Wagner as one of its 100 Most Influential Persons in the 401(k) industry. She has written hundreds of articles and 14 books. Ms. Wagner is widely quoted in business publications such as The Wall Street Journal, Financial Times, Pension & Investments, as well as being a frequent guest on FOX, CNN, Bloomberg, NBC and other televised media outlets.
RMA® Reminder:
Note that attendance at the webinar counts towards required CE for RIIA’s RMA® designation. One webinar = 1 hour of credit.
For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.
Special Thanks to:
