D.C. Pension Geeks
D.C. Pension Geeks
Brian Graff
Tim Hauser - The Final Fiduciary Rule’s Myths and Controversies
1 hour 38 minutes Posted May 13, 2024 at 12:00 pm.
Retirement Security Rule Update Discussion
Clarifying ERISA Fiduciary Definition
Fiduciary Advice and Recommendations Clarified
Actuary Fiduciary Obligations and Recommendations
Expanded Scope of Exemptions in Finance
Regulatory Compliance and Compensation Structures
Rollover Disclosure Rule Clarifications
Seeking Feedback for Improvement
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Show notes
Department of Labor Chief Operating Officer and senior staff member Tim Hauser joins American Retirement Association CEO Brian Graff for a comprehensive discussion of the myths, controversies and questions surrounding the final fiduciary rule, officially called the Retirement Security Rule. This frank and factual conversation between two fiduciary rule veterans tackles any questions or criticisms about the rule head-on.