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What Are Plan Sponsors Obligation with Retirement Income Distribution Options? Exclusive Clip of the DOL’s Tim Hauser

Fiduciary Governance


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The latest iteration of the fiduciary rule is out and making waves. What the Retirement Security Rule is, what it says and what it does is dominating industry discussion, so American Retirement Association CEO Brian Graff went directly to the source, speaking with EBSA COO Tim Hauser about its intent and implications.

The two fiduciary ‘veterans’ sit down for a (very) comprehensive discussion of the primary reasons EBSA thought it necessary to update the regulatory definition of investment advice and its goals and objectives.

What are the obligations of plan sponsors to educate plan participants about certain items, for example, the availability of retirement income distribution options? Graff and Hauser clue us in.

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