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Retirement Plans

The Fiduciary Rule Part I – Five Questions to Ask Yourself (Webinar Recording)

The DOL’s conflict of interest rule is the most significant change to retirement plans in 40 years. On June 23, 2016, CAPTRUST hosted a webinar where Practice Leader Scott Matheson explained the new regulations and the important questions plan sponsors need to address as these rules go into effect.

In April, the Department of Labor (DOL) released the final version of its conflict of interest rule—also known as the fiduciary rule—which represents the most significant rule change to impact retirement plans in over 40 years. As a plan sponsor, it is important that you understand this rule and its potential implications for your plan and participants.

On Thursday, June 23, 2016, CAPTRUST hosted a webinar where CAPTRUST Defined Contribution Practice Leader Scott Matheson explained the new regulations and the important questions plan sponsors need to address as these rules go into effect. This webinar will help you understand key aspects of the conflict of interest rule, including:

  • What makes someone a fiduciary under the new rules;
  • Potential service provider business model changes; and
  • Things to look out for as you work to comply with the new rules.

Click here to listen to the recording.

Other resources that may be helpful to learning more about the conflict of interest rule:

DOL Releases Long-Awated Fiduciary Rule
CAPTRUST

THE DOL FIDUCIARY RULE: Five Questions to Ask Yourself
CAPTRUST

About CAPTRUST

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents over $178 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.