DOL Rule Executive Summary and Client Memo now available
April 15, 2016Last week’s release by the DOL of the final “fiduciary” rule is perhaps the most significant update to investment advisor oversight since ERISA. It is being called a generational event by policy and legal experts who regularly watch industry developments. At over 1,000 pages in length, the final rule and support documentation is nearly overwhelming to digest in full. That’s why our fiduciary and policy experts have done it for you.
Below you will fine fi360’s Executive Summary of the rule and memo to our clients. The Executive Summary provides a concise overview of key components of the rule and how it differs from the version first proposed in April 2015. The client memo distills down what the true impact of the rule will be for our clients and the advisory community who work with retirement assets.
If you have any questions or comments, please direct them to fi360@fi360.com.
Download the Executive Summary
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