Webinar Slides Available: Are You Ready for June 9th and the DOL Fiduciary Rule?

webinarThe Department of Labor (DOL) has delayed the applicability date of its fiduciary rule by 60 days.  The new compliance date and the beginning of the transition period is June 9th. Even with the delay, numerous questions remain and nobody knows for sure what June 9th will bring.

On April 10, 2017 Oyster Consulting hosted an open discussion addressing what we are currently seeing within the industry and a forum for questions & answers:

 

  • What are Firms doing despite the uncertainty?
  • The proposed delay alone would not affect the January 1, 2018, date for compliance with the full conditions of the BIC and the PTEs. Are you continuing to prepare?
  • The DOL rule has already changed the retirement investing landscape; what are firms preparing for in this arena if the DOL rule is amended or repealed?
  • What should a Firm be doing to be prepared at the bare minimum?
  • What should be communicated at this time to:
    –   Financial Advisors
    –   Representatives
    –   Clients

View Webinar Slides:
Are You Ready for June 9th and the DOL Fiduciary Rule?

Upcoming Webinars:

Upcoming Webinars

 

Click here to learn more about how Oyster can assist your firm as it navigates the new Fiduciary Rule changes.   For more information about how Oyster Consulting can assist your firm, complete our contact form or call us at 804.965.5400 and one of our Relationship Managers will be happy to help you.

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