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Tim Hauser - The Final Fiduciary Rule’s Myths and Controversies
Manage episode 418041779 series 3450220
Inhalt bereitgestellt von Brian Graff. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Brian Graff oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Department of Labor Chief Operating Officer and senior staff member Tim Hauser joins American Retirement Association CEO Brian Graff for a comprehensive discussion of the myths, controversies and questions surrounding the final fiduciary rule, officially called the Retirement Security Rule.
This frank and factual conversation between two fiduciary rule veterans tackles any questions or criticisms about the rule head-on.
Kapitel
1. Retirement Security Rule Update Discussion (00:00:00)
2. Clarifying ERISA Fiduciary Definition (00:13:48)
3. Fiduciary Advice and Recommendations Clarified (00:23:58)
4. Actuary Fiduciary Obligations and Recommendations (00:41:44)
5. Expanded Scope of Exemptions in Finance (00:50:54)
6. Regulatory Compliance and Compensation Structures (01:04:13)
7. Rollover Disclosure Rule Clarifications (01:20:17)
8. Seeking Feedback for Improvement (01:37:42)
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