Labor & Employment Law/Law Practice Management & Technology/Business Law   Joint Section MCLE

Speakers: Michael McMorris & Peter Hansen

Topic:  "The Best-Laid Plans of Brokers and Fiduciaries: The Expanding Definition of "Fiduciary" and How it Impacts Your Clients"

In this presentation, Michael R. McMorris and Peter E. Hansen will cover the US Department of Labor’s recently-issued final rule that broadens the definition of “fiduciary” under the laws governing retirement benefit plans.  Peter E. Hansen will begin by providing an overview of fiduciary status and who, under the new definition, qualifies as a fiduciary; and Michael R. McMorris will discuss the impact of the new rule on qualified retirement plans and their various service provider arrangements – including what it means for your clients and your firm.

Please click HERE for Meeting Handouts

No Paper handouts will be distributed

As a reminder only DCBA Members will receive MCLE Credit for this presentation.
Pizza, salad and beverages will be provided to those who register.