View EO 12866 Meeting 1210-AC02

Title: Retirement Security Rule: Definition of an Investment Advice Fiduciary

Agency/Subagency: 1210-DOL/EBSA

Stage of Rulemaking: Final Rule Stage

Meeting Date/Time: 04/08/2024 04:00 PM

Requestor: Insured Retirement Institute Requestor's Name: Jason Berkowitz

Documents:

List of Documents
OIRA - IRI Summary of Congressional Letters and Hearings - 2023 Proposed DOL Retirement Security Rule Package - 04-08-2024 (002)

Attendees:

List of Attendees		Participation
•	Mr. Jason Berkowitz - Insured Retirement Institute	Teleconference
•	Mr. Wayne Chopus - Insured Retirement Institute	Teleconference
•	Mr. Paul Richman - Insured Retirement Institute	Teleconference
•	Luisa Grillo-Chope - DOL	Teleconference
•	Josh Brammer - OMB	Teleconference
•	Allan Beckmann - DOL	Teleconference
•	Al Herrera - DOL	Teleconference
•	Karen Lloyd - DOL	Teleconference
•	Susan Wilker - DOL	Teleconference
•	Brian Mica - DOL	Teleconference
•	Rebekah Ackerman - DOL	Teleconference
•	Joseph Brennan - DOL	Teleconference