The DOL Fiduciary Rule: Insight Into An Insurance Industry Solution
Recorded on Wednesday, January 18, 2017
Whatever your role in the retirement-savings market, the way you do business is changing. The U.S. Department of Labor's (DOL's) pending fiduciary rule, along with the increasing demand from investors for greater transparency and lower costs in their retirement savings, are creating a need for better data management by service providers in this market space.
View this free webinar to learn how your industry peers, of all sizes, plan to enhance their collection and sharing of fiduciary-related fee, expense and commission data.
During the webinar, DTCC representatives and a panel of industry leaders discussed the unique challenges carriers and distributors face – and presented a new solution designed to help the industry meet the fiduciary standard. While this is a recorded session, you will have an opportunity to participate in the polls, submit questions and receive answers via email.
Highlights: Find Your Fiduciary Rule Solution • Face the Challenge
• Facilitate Data Exchange
• Focus on Implementation
Presenters: • Barbara Smith, DTCC Insurance & Retirement Services
• Jeanann Smith, DTCC Insurance & Retirement Services
• Robert Dearman, Jackson National Life
• Karen Alvarado, Pacific Life
• Amy Scott, Edward Jones
Registration is required to view this prerecorded event. Please register now.
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