Regulation Best Interest

Here is a link to the SEC proposal. We will have a preliminary analysis this week. Our webcast, which goes into more nuance, is taking place on Monday at 1 pm.

George Michael Gerstein advises financial institutions on the fiduciary and prohibited transaction provisions of ERISA. As co-chair of the fiduciary governance group, he assists clients with tracking, and understanding, the numerous fiduciary developments at the federal and state levels, including the rules and regulations of governmental plans. He also advises clients with respect to the fiduciary duty implications of ESG investing.