Jerry Schlichter Preps Advisors for Fiduciary Rule Changes

401(k) Specialist Podcast

English - June 10, 2024 14:00 - 16 minutes - 11.1 MB
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Previous Episode: Checking the Pulse of the HSA Market with Devenir’s Eric Remjeske

The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring.

Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement plan excessive fee litigation, visits the 401(k) Specialist Pod(k)ast to share some important insights on the upcoming changes, legal challenges and what advisors need to be doing to prepare for compliance.