The Department of Labor's most recent effort to update the rules governing “investment advice” has been released in final form. This webinar will review the DOL's final rule, consider what was updated from the proposed rule released in October 2023, and discuss how it changes the traditional “five-part test” for fiduciary status. Whether you're a seasoned advisor or new to the industry, this webcast will equip you with the knowledge and strategies needed to navigate this regulatory change effectively.

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.

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