After June 9, 2017 any advisor working with new IRA assets is effectively an ERISA fiduciary. This status triggers obligations to comply with Impartial Conduct Standard, charge no more than a reasonable fee, as well as other requirements. During the webinar you will learn more about the requirements and how to solve the compliance puzzle. Webinar will consist of two parts.
1. Michael Kreps, a Principal at a leading ERISA practice Groom Law Group and a former Senior Pension & Retirement Counsel for U.S. Senate Committee on Health, Education, Labor and Pensions, will explain the requirements that are in effect now.
2. In part 2, Daniel Satchkov, a President of RiXtrema and winner of a prestigious Peter L. Bernstein award in finance, will explain data gathering issues around best interest requirements. Daniel will also show IRAFiduciaryOptimizer Rollover Wizard to help you comply with the rule.