Inside the Beltway – January 26, 2017


Posted on January 10, 2017, by Fred Reish in DOL Activity, fiduciary. Comments Off on Inside the Beltway – January 26, 2017

Please join us for the nineteenth Inside the Beltway presentation, scheduled for January 26, 2017. This is the next session in an ongoing series of free audiocasts presented by Fred Reish and Brad Campbell, of Drinker Biddle & Reath, discussing developments in Washington that directly impact our industry. The presentation is sponsored by Natixis. Click on the linked title, above, to register.

During this session of Beltway we will discuss:

  • Update on the fiduciary rule
  • Update on the special Financial Institution status for IMOs and the sale of fixed indexed annuities
  • Impact of the Congressional proposals for retirement plans
  • Impact on retirement plans of other priorities of the Trump Administration

The audiocast will be recorded and available to all registrants within a week of the presentation. An Outlook appointment request will be sent with registration confirmation.

Questions? Please contact liz.jutila@dbr.com.







Recent Insights

Interesting Angles on the DOL’s Fiduciary Rule #48

The Last Word: The Fiduciary Rule Applies on June 9

This is my 48th article about interesting observations concerning the Department of Labor’s fiduciary rule...

Interesting Angles on the DOL’s Fiduciary Rule #47

The “Real” Requirements of the Fiduciary Rule

This is my 47th article about interesting observations concerning the Department of Labor’s fiduciary rule and exemptions. These...

Interesting Angles on the DOL’s Fiduciary Rule #46

How Does an Adviser Know How to Satisfy the Best Interest Standard?

This is my 46th article about interesting observations concerning the Department of Labor’s...