Event

DCIO Market Share Summit

June 25, 2013
03:00 PM - 04:00 PM

Morgan Lewis partner Marla Kreindler will present at Financial Research Associates' DCIO Market Share Summit.

Regulatory Townhall: Preparing for the Fallout

  • The redefinition of fiduciary
    • How do the proposed revisions affect your life?
    • Does this change the way you interact with prospects, plan sponsors, participants, and distributors?
    • Does the new definition require more specialization in the market?
  • Float income
    • If you have float income, is it disclosed? Where is the money flowing?
    • How can you protect yourself?
  • SEC and DOL rules on target date fee disclosure
  • Account balance disclosures as monthly payouts
  • Regulatory support for rollovers

When:
June 25, 2013
3–4 pm

Where:
The Ritz-Carlton, South Beach
One Lincoln Road
Miami Beach, FL 33139