DATES TO KNOW
April 8th, 2016
DOL Published the Final Regulatory Package
June 7, 2016
Final Rules Took Effect
April 10, 2017
Compliance with the Final Fiduciary Rule is Mandatory with a Transition Period
January 1, 2018
Transition Period is Over and Full Compliance is Required
WHAT DO I NEED TO DO?
Make an Appointment
It’s imperative our office meets with you to review changes. To make an appointment, call our office at (812) 378-0730, or toll free at (877) 378-0767, or send us a message using the form below and we'll get in touch. It is important to meet and review this information - please make an appointment soon.