Wipfli logo

The New Fiduciary Rule: Friend or Foe?

Wipfli Insights Team
Aug 25, 2016

This webinar was recorded on August 25, 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, answered these questions and more.

  • Historical background behind the legislation
  • 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 provider


Tara Cohn
Tara Cohn 05/17/2024
How data can help you prepare for the future of rural healthcare
Kevin Smith
Kevin Smith 05/16/2024
A taxing season: Have you matured past your current accounting firm?
Podcast: Guarding elders’ wealth