Morgan Lewis partner Marla Kreindler will present at Financial Research Associates' DCIO Market Share Summit.
Regulatory Townhall: Preparing for the Fallout
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The redefinition of fiduciary
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How do the proposed revisions affect your life?
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Does this change the way you interact with prospects, plan sponsors, participants, and distributors?
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Does the new definition require more specialization in the market?
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Float income
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If you have float income, is it disclosed? Where is the money flowing?
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How can you protect yourself?
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SEC and DOL rules on target date fee disclosure
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Account balance disclosures as monthly payouts
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Regulatory support for rollovers
When:
June 25, 2013
3–4 pm
Where:
The Ritz-Carlton, South Beach
One Lincoln Road
Miami Beach, FL 33139