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: 04/10/2024 03:00 PM

Requestor: Financial Services Institute (FSI) Requestor's Name: Renee Barnett

Documents:

List of Documents
1.12.24 OE-FSI DOL Fiduciary Rule economic analysis final

Attendees:

List of Attendees		Participation
•	David Bellaire - Executive Vice President & General Counsel, FSI	Teleconference
•	Robin Traxler - Senior Vice President, Policy & Deputy General Counsel, FSI	Teleconference
•	Renee Barnett - Financial Services Institute (FSI)	Teleconference
•	Josh Brammer - OMB	Teleconference
•	Allan Beckmann - DOL	Teleconference
•	Karen Lloyd - DOL	Teleconference
•	Luisa Grillo-Chope - DOL	Teleconference
•	Susan Wilker - DOL	Teleconference
•	Brian Mica - DOL	Teleconference
•	Joe Brennan - DOL	Teleconference
•	Elaine Zimmerman - DOL	Teleconference