Julie Anderson

Julie M. Anderson served as an executive in the Obama Administration and at IBM. She now leads AG Strategy Group, which provides strategy consulting and management training services to government agencies and federal contracting companies. Julie may be contacted at [email protected].

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DOL Gives Industry More Time To Comply With Fiduciary Rule

The department set a longer implementation timeline than originally proposed because of rule’s importance to consumer protection and the amount of time needed for plans and advisors to transition from a non-fiduciary status to a fiduciary one.

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DOL Did Some Scaling Back On Final Rule

The final fiduciary rule includes significant changes – both substantive and administrative. Here are some comments from the financial industry.

After Rule Is Released, Then What?

Once the Department of Labor publishes the final regulation in the Federal Register, the rule-making process transitions to a phase of interpretation, guidance and compliance.

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DOL, SEC Rules May Not Be Perfectly Aligned

The Department of Labor and the Securities and Exchange Commission may be working together on proposed fiduciary rules. But that doesn’t mean the two agencies’ rules will be exactly the same.