Webinar Slides Available – The Countdown Is On: What’s Your DOL Game Plan?
On May 10, 2017 Oyster Consulting hosted a webinar addressing what firms should be doing to comply with the core elements of the Department of Labor Fiduciary Rule change. Topics discussed included:
- What goes into effect in June:
- What constitutes fiduciary advice
- What you should know about the Impartial Conduct Standards
- What exceptions to fiduciary status become applicable
- What procedures and training do you need?
- What firms must do before June 9th