Resource Round Up: DOL’s Feb 16 Fiduciary Rule

“Last Tuesday the Department of Labor’s Fiduciary Rule went into effect as scheduled. This rule was issued by the Trump Administration late last year, and it will have a meaningful impact on the advice you can provide clients who are considering rollovers from ERISA-protected retirement accounts.”

– Marc Cadin, Finseca CEO

Bookmark this page for all the up-to-date information you need on the DOL Fiduciary Rule.

Resource #1 DOL Press Release

Hear the news straight from the source. Read the DOL’s press release.

1-minute read time

Resource #2 In depth analysis

What does the rule mean? Read Finseca’s detailed analysis crafted exclusively for members.

7-minute read time

Resource #3 A conversation

What does the DOL Fiduciary Rule mean for you? Watch this video where Finseca’s Josh Caron and expert Brad Campbell pull back the curtain on what happened and what comes next.

7-minute watch time

Resource #4 Put it in context

Where does the DOL Fiduciary Rule sit within the broader context of 2021 regulation and Standards of Conduct? Read Finseca’s analysis.

4-minute read time