 |
 |
|
May 29, 2024
|
|
NEW Retirement Security Rule Guide Presented by NAFA
|
|
Do you know how to comply with the final Department of Labor (DOL) Security Rule that
redefines who is an investment advice fiduciary under ERISA and the Internal Revenue Code?
|
|
Get up to speed on the new rule,
as well as the amended PTEs 2020-02 and 84-24 relevant for future sales,
with help from the National Association for Fixed Annuities (NAFA).
NAFA’s new resource:
The DOL’s Retirement Security Rule:
A Summary Guide for Independent Distribution
provides a summary of the final rule,
implementation timeline, phase-in guidelines, and amended exemptions.
|
|
Download your copy of the guide today for insights on how to comply.
|
|
|
Thank you for your business and your continued support.
|
|
| LMG4583v0524 |
|
FOR AGENT
USE ONLY. NOT FOR USE WITH CONSUMERS. |
|
|
|
|
|