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DOL Fiduciary Rule Resources Logo aicpa

  Ron Rhoades |   Free |   AICPA |   19 Apr 2016 |

This page provides access to a 5-part podcast series with Ron Rhoades on the DOL fiduciary rule covering:

  • A general overview of the rule
  • How the rule impacts CPAs
  • A discussion on operating under BICE
  • A discussion on new requirements that include items related to IRA rollovers from QRPs
  • Educational advice exemption, proprietary mutual funds, and much more.
Topics covered:
  • Personal financial planning: Technical: Practice management & professional standards, Foundational