Thank you for your interest in our live phone conference, to be held May 21 at noon Eastern. Please register using the form below.
On this call, Fred Reish and Brad Campbell will discuss:
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The President's budget and how it addresses the:
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Department of Labor staff levels
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Internal Revenue Service Individual Retirement Account enforcement
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Proposal to cap Individual Retirement Account benefits at $3 million
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The Perez nomination and how the fiduciary rule timing might be affected
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The Lifetime Income PRE rule
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The GAO report on IRA rollovers
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The DOL's expansive definition of compensation and the ING settlement
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The DOL's focus on abandoned plans
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Leimkuehler and Santomenno cases
To listen to the recording from the last audiocast, which discussed the DOL's regulatory agenda and its impact on retirement plans and service providers, please click here. To list to a recording of Fred's and Brad's November 15 audiocast, please click here. To listen to a recording of Fred's and Brad's first audiocast, please click here.
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