2021 Regulatory Updates and Fiduciary Best Practices

2021 Regulatory Updates and Fiduciary Best Practices

This year the Department of Labor released cybersecurity guidelines and has already begun audits to ensure enforcement. On Tuesday, October 26, 2021, the ML&R Wealth Management Retirement Plan Services team hosted a webinar on Regulatory Updates & Fiduciary Best Practices. They reviewed the new guidelines and proposed legislation on the horizon. ML&R Wealth Management partner and advisor, Vanessa McElwrath, and advisor, Julie Reinhardt covered the following topics during this fiduciary best practices webinar:

  • Regulatory issues including DOL and IRS audits, lost participants, cybersecurity, and lifetime income disclosures
  • Restating documents and common voluntary plan design changes seen in the marketplace
  • Future retirement plan considerations in America

A recording of the webinar is included below. You can access the presentation by clicking here.

If we can help with any of the topics presented during the fiduciary best practices webinar, please reach out to us at (512) 370-3296 or retirement@mlrpc.com.

About Author

ML&R Wealth Management

1997, ML&R Wealth Management was established as a subsidiary of Maxwell Locke & Ritter, the largest locally owned and managed accounting firm in Central Texas. For over 20 years, our firm of wealth management advisors has helped individuals, families, businesses, and non-profits with their personal, unique financial needs.

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