In this session, Attendees will:
• Learn about the Differences between a DOL Fiduciary Standard
and an SEC Fiduciary Standard
• Answer your questions about how a change to the DOL Standard
could impact your bank’s business
• Get the latest news about actions Congress, FINRA, SEC and DOL
are taking to resolve this issue
• Learn how this will change your call center conversations about
rollovers from a 401(k) plan