DOL Fiduciary Rule May Require All Rollover Options’ Fee Info

November 20, 2023 by Allison Bell

The new U.S. Department of Labor fiduciary rule proposals could lead to big changes in the types of information that annuity professionals would have to gather and present to clients, on top of everything else.

Annuity compliance law experts talked about the proposed information-gathering changes Tuesday during a webinar organized by the National Association for Fixed Annuities, a group that has been working to shape federal annuity sales standard proposals for more than a decade.

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Originally Posted at Think Advisor on November 16, 2023 by Allison Bell.