Please join us on January 11, 2017 at 2:00 p.m. Eastern Time to discuss the DOL Fiduciary Rule, conflicts of interest under the rule, and strategies to help resolve those conflicts.
In an effort to help our clients better understand their responsibilities under the DOL Fiduciary Rule, RIA Compliance Group has formed a strategic alliance with Pension Resource Institute (PRI). PRI is a firm that delivers strategic consulting, compliance, training and technology-based solutions to financial institutions and plan fiduciaries serving retirement investors. PRI’s founder and CEO, Jason Roberts, is also the founder and partner in Retirement Law Group (RLG), a law firm specializing in ERISA, tax, and investment-related matters.
During the webinar, Jason will introduce PRI’s proprietary framework for identifying and resolving conflicts under the new DOL Fiduciary Rule. Additionally, Jason will provide a demonstration of PRI’s Advisor Resource Center, and the materials available to help RIA firms with compliance on retirement plans and retirement investment accounts.
After the presentation, Jason and Steve Niehoff, the COO for PRI, will be available for 30 minutes of Q&A.
After registering, you will receive a confirmation email containing information about joining the webinar.
If you have any questions, please contact us at firstname.lastname@example.org.