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New Fiduciary Rule for Retirement Plans: What You Need to Know

Wipfli Insights Team
Jun 20, 2016

This webinar was recorded on June 20, 2016. Click the Download button to watch the recording and to view the presentation slides.  

It has swept headlines, sparked water-cooler conversations and ignited heated discussions in countless Congressional hearings. But what, exactly, does the Department of Labor (DOL)’s new fiduciary rule entail? And most importantly, how will it affect your business, your retirement plan and your employees?

Erika Young, CRPS®, AIF®, Director of Employer Plan Services at Wipfli Hewins Investment Advisors, addresses these questions in this informative webinar. You'll also learn:

  • How the rule is reshaping the industry, and what that means for your plan and your employees
  • The difference between the fiduciary and suitability standards of care
  • Best practices for benchmarking your plan and your current advisor

 This webinar is designed for business owners, presidents, CEO’s, CFO’s and controllers. 


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