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John Schembari Presents on New Department of Labor Fiduciary Rule

News | August 30, 2016

Kutak Rock employee benefits attorney John Schembari presented on the new Department of Labor Fiduciary Rules at the Human Resources Association of the Midlands Nebraska Sate Conference on August 26, 2016.

The presentation, co-presented with John Garlock of RBC Wealth Management, was titled "Advice About Advice: How Your Retirement Plan Will Be Impacted by the New Department of Labor Fiduciary Rule." Elements of the presentation included:

  • Fiduciary Rule Overview
  • Exceptions and PTEs
  • What Hasn’t Changed?/What Has Changed?
  • Investment Education & Participant Communications
  • Distribution Counseling
  • Selecting Service Providers and Investments
  • Next Steps

To see a detailed outline of the presentation, please click on the file below. For more information about the Human Resources Association of the Midlands, please visit their website.

Schembari serves as chair of Kutak Rock's employee benefits and executive compensation group. He works with private, public and governmental employers on their employee benefit plans and compensation programs.

Dowload files:
DOL Fiduciary Rules