ICI Conference Call to Discuss Department of Labor's Definition of Fiduciary Proposed Rule Scheduled for April 23, 2015
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April 17, 2015
TO: PENSION COMMITTEE No. 7-15PENSION OPERATIONS ADVISORY COMMITTEE No. 5-15 RE: ICI CONFERENCE CALL TO DISCUSS DEPARTMENT OF LABOR’S DEFINITION OF FIDUCIARY PROPOSED RULE SCHEDULED FOR APRIL 23, 2015
The Institute has scheduled a conference call to discuss the Department of Labor’s recently issued Notice of Proposed Rulemaking (NPRM) regarding the definition of fiduciary. During the call, Jon Breyfogle of the Groom Law Group and Institute staff will discuss the details of the NPRM, the two new proposed prohibited transaction class exemptions (PTEs), and the proposed amendments to existing PTEs.
The call has been scheduled for Thursday, April 23, 2015 at 3:00 p.m. Eastern time. If you would like to participate in the call, please send an email to Brenda Turner (bturner@ici.org) by 5 p.m. on Wednesday, April 22, 2015. To participate, please dial 1-877-601-3553 and enter passcode 43253.
Howard Bard
Assistant General Counsel