Tim Hauser - Navigating the Maze of Fiduciary Standards

from D.C. Pension Geeks · host Tim Hauser

Calling the latest iteration of the fiduciary rule “the third installment of a long running regulatory series,” American Retirement Association CEO Brian Graff went directly to the source, speaking with EBSA COO Tim Hauser about the Retirement Security Rule.The two fiduciary regulation ‘veterans’ sit down for a (very) comprehensive discussion the primary reasons EBSA thought it necessary to update the regulatory definition of investment advice and the goals and objectives in doing so.

What this episode covers

Calling the latest iteration of the fiduciary rule “the third installment of a long running regulatory series,” American Retirement Association CEO Brian Graff went directly to the source, speaking with EBSA COO Tim Hauser about the Retirement Security Rule. The two fiduciary regulation ‘veterans’ sit down for a (very) comprehensive discussion the primary reasons EBSA thought it necessary to update the regulatory definition of investment advice and the goals and objectives in doing so.

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Tim Hauser - Navigating the Maze of Fiduciary Standards

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This episode was published on November 9, 2023.

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