Join us for an insightful webcast as we delve into the complexities of the Department of Labor's most recent proposals related to fiduciary investment advice. This presentation will cover key aspects of the proposal and potential implications. Whether you're a financial advisor, consultant, or anyone involved in retirement planning, this webcast is a must-attend to stay informed and enhance your proficiency in navigating the ERISA Fiduciary Advice Rule. Don't miss this opportunity to sharpen your expertise and better serve your clients with confidence.

About the Speaker

Kelsey Mayo, J.D., is the lead employee benefits partner with Poyner Spruill LLP, a law firm based in North Carolina and serving clients nationwide. She works with TPAs, business owners, and HR executives to understand and manage employee benefits and executive compensation arrangements. Kelsey routinely represents clients before government agencies and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements. She serves on ASPPA’s Government Affairs Committee as the Chair of the IRS Subcommittee and regularly presents for ASPPA.

Allison Wielobob is the General Counsel at the American Retirement Association and also serves as the Executive Director of the American Society of Enrolled Actuaries. She has experience—both in government and in private practice—with a broad range of employee benefits issues under ERISA and IRS rules. She served as a legislation counsel for the Joint Committee on Taxation of the U.S. Congress and was on the staff of the Office of Regulations and Interpretations of the Employee Benefits Security Administration. After leaving the Labor Department, Allison worked at Eversheds Sutherland LLP. She is a Fellow of the American College of Employee Benefits Counsel.

Participant Information

Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.

The recorded version is eligible for NTSA/NAPAR/PSCAR CE only.