Registration is now Closed for the April Cohort of the Salem State RMA Online Program

Registration is now Closed for the April Cohort of the Salem State RMA Online Program – Next Course September

Registration for the Salem State RMA distance learning program has been closed. The next course is scheduled for September. Sign up information for the September cohort will be provided next week.

In the meantime, if you are interested in finding out more about the RMA – join us at RIIA’s Summer Conference: “Minding the Gaps: Helping People Move Where They Need to Be.” Click here for more information and to sign up.

Commentary: The Department of Labor’s Finalized Fiduciary Rule: What You Need to Know!

By Marcia S. Wagner Esq., The Wagner Law Group Almost a year after being proposed and after public hearings and thousands of comment letters, the U.S. Department of Labor (“DOL”) has finalized its regulation redefining and broadening the meaning of fiduciary investment advice rendered to retirement plans and IRAs. The regulatory package also includes new and … {…}

RIIA’s Summer Conference Topics – Benchmarking Best Practices for the Management of Client Portfolios?

A presentation at RIIA’s Summer Conference will be “Putting it all together: What are the benchmarking best practices for the management and the monitoring of your clients’ retirement portfolios?” Among the many topics discussed in this session we will highlight the value of the RMA® framework as a canvas designed to map all retirement client issues, process solutions, … {…}

Perspectives: RIIA®’s Big Ideas Tent – Going to the 2016 Retirement Industry Conference

As you read these daily News & Views posts, you will have learned about RIIA®’s unique perspective on the DOL Fiduciary Rule, and may have read the most recent Commentary on the rule by Fred Reish. We have created a Fiduciary Rule topic in the Discuss area of the site – to share your perspective on the new rules. Once you have Registered on www.riia-usa.org, you can … {…}

Commentary: An Overview of the Fiduciary Rule

By Fred Reish, DrinkerBiddle® The DOL’s fiduciary rule has been published in the Federal Register. Based on our review of the regulation and conversations with our clients, here are some overview thoughts about the regulation and the two “distribution” exemptions (84-24 and BICE). The Fiduciary Definition The rule is much as expected. The definition of fiduciary advice … {…}