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Conferences and Speeches

The DCIO Market Forum

Friday, June 20, 2014
01:00 AM ET

Employee Benefits partner Marla Kreindler will present at Financial Research Associates’ DCIO Market Forum.

Regulatory Town Hall: Update and Forecast
10:15–11:00 am
Topics will include:

  • Legislative and regulatory overview of 2013 - where are we now?
  • What is on Washington’s retirement agenda for the coming year?
  • What, if any, effect will MyRAs have on the industry?
  • The DOL update
    • The proposed definition of fiduciary and how it will affect DC plans
    • The default fund evaluation and proposed income projection guidelines
    • The DOL audit initiatives - what’s on their radar?
  • The continuing effect of fee disclosure on DCIO

when
June 20, 2014

where
The Princeton Club
15 West 43rd Street
New York, NY 10036