On May 17th, Professor Christine Lazaro participated on a panel hosted by CJM Wealth Management and the Association of Certified Chief Financial Officers. The panel discussed the Department of Labor’s recently adopted rule which imposes a fiduciary duty on those who provide certain types of investment advice to retirement investors. In addition to Professor Lazaro, the panel included Ary Rosenbaum, an ERISA attorney, Suzanne Breit, a CPA, and Ronald K. Stair, an actuary. The audience included Chief Financial Officers and retirement plan administrators.
May 18, 2016