18MDRT-41A: The DOL’s Fiduciary Rule and its Impact on Advice to IRAs and Plans

Focus Sessions

Reish covers where we are and where we’re going with the expanded definition of fiduciary advice, the best interest standard of care, and the prohibited transactions and exemptions associated with fiduciary advice. He also shares practical tips about compliance with the rules and traps under the rules. Leave with an understanding of the types of recommendations you’re making and transactions that the rules apply to.