Committee Call to Discuss ICI Draft Comment Letters on DOL Definition of Fiduciary Rule and Best Interest Contract Exemption - July 7, 2015

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June 30, 2015

TO: PENSION COMMITTEE No. 11-15
PENSION OPERATIONS ADVISORY COMMITTEE No. 9-15 RE: COMMITTEE CALL TO DISCUSS ICI DRAFT COMMENT LETTERS ON DOL DEFINITION OF FIDUCIARY RULE AND BEST INTEREST CONTRACT EXEMPTION - JULY 7, 2015

 

The Institute will hold a conference call on Tuesday, July 7, 2015 at 3:00 p.m. Eastern time to discuss the Institute’s two draft comment letters responding to: (1) the Department of Labor’s (the “Department”) proposed Definition of the Term Fiduciary; Conflict of Interest Rule – Retirement, and (2) the Department’s proposed Best Interest Contract Exemption and other exemption proposals and modifications. The draft comment letters were included in the June 29, 2015 edition of ICI Daily. [1]   

If you would like to participate in the call, please respond to Brenda Turner (bturner@ici.org) by close of business on Monday, July 6, 2015.  To participate, please dial 1-800-857-9864 and enter passcode 10426.

 

Howard Bard
Assistant General Counsel

endnotes

[1] See Memorandum to Pension Committee No. 10-15, Pension Operations Advisory Committee No. 8-15, SEC Rules Committee No. 20-15 [29129], dated June 26, 2015.