Get the Guide on DOL Fiduciary Rule 3.0
Need help preparing for DOL Fiduciary Rule 3.0? Get NAFA’s newest resource – the “DOL Fiduciary Rule 3.0 Best Practices: A Practical Guide for Annuity Professionals.”
Here’s what the guide offers:
- Description of fiduciary duties under ERISA and the Internal Revenue Code
- A list of available exemptions
- Guidance on when compliance is required
- A best practices checklist
- Sample compliance form