Category: Compliance
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DOL Final Conflict Rule – Training
[dflip id=”34905″ ][/dflip] DOL ZOOM TRAINING 6/24/2022 Topic: Compliance: DOL Rule, Q&A Start Time: Jun 24, 2022 10:58 AM Meeting Recording: https://us06web.zoom.us/rec/share/xMkSAiBJmRijesTPL9vx4omsXrYMd9HAaIrqXcD_uCi6Tm9Cjpt4-h2sWnJvFyOZ.o0kSdLo4YmwUPBFn Access Passcode: AxxcessDOL1!
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DOL- Conflict of Interest Rule- Final
The DOL Conflict of Interest Rule goes into effect June 30th, 2022, and impacts any advisor that deals with retirement plans, rollovers, and participant advice. The final rule is here: https://www.dol.gov/agencies/ebsa/laws-and-regulations/rules-and-regulations/completed-rulemaking/1210-AB32-2 These requirements are new, complex and burdensome. In some cases, you may be able to avoid some of the requirements of these new rules…