The Recent DOL Fiduciary Ruling

Breakfast Event

Earlier this year (in April to be specific) the Department of Labor issued their much anticipated “fiduciary ruling” which impacts many 401(k) plans sold to employers by the financial services industry and its brokers. You can read the following two recent blogs on this topic: The DoL’s Fiduciary Rule: A Step in the Right Direction and DoL’s Fiduciary Ruling Faces Legal Challenge.

If you have a 401(k) retirement plan, you owe it to yourself as a fiduciary to your employees to learn how this “fiduciary ruling” impacts you and your plan. Many plans (not all plans) I have seen will require changes due to this ruling. Therefore, we have asked The Honorable Bradford P. Campbell, Esq. to be available to answer any questions you may have and to discuss the impact this “fiduciary ruling” has on employers and their 401(k) plans.

The meeting will be held on Wednesday, July 27th, at the office of the Northern Virginia Chamber of Commerce. More details can be found at the following link: DoL Fiduciary Ruling Breakfast

To register for this informative breakfast/networking event, click on the registration link below:

Register

We hope to see you on Wednesday.

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