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Jerry Schlichter Preps Advisors for Fiduciary Rule Changes

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Content provided by 401(k) Specialist Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 401(k) Specialist Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring.

Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement plan excessive fee litigation, visits the 401(k) Specialist Pod(k)ast to share some important insights on the upcoming changes, legal challenges and what advisors need to be doing to prepare for compliance.

SEE ALSO:

Fred Reish Unpacks the DOL’s New Fiduciary Rule

Nine Insurance Trade Groups Sue DOL Over Fiduciary Rule

  continue reading

96 episodes

Artwork
iconShare
 
Manage episode 422869243 series 2903282
Content provided by 401(k) Specialist Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 401(k) Specialist Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring.

Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement plan excessive fee litigation, visits the 401(k) Specialist Pod(k)ast to share some important insights on the upcoming changes, legal challenges and what advisors need to be doing to prepare for compliance.

SEE ALSO:

Fred Reish Unpacks the DOL’s New Fiduciary Rule

Nine Insurance Trade Groups Sue DOL Over Fiduciary Rule

  continue reading

96 episodes

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