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 10:00 AM

Requestor: Steptoe LLP Requestor's Name: Nicholas Sutter Requestor's Client: National Association of Insurance and Financial Advisors (NAIFA)

Documents:

List of Documents
OIRA Meeting Request - Final Rule

Attendees:

List of Attendees		Participation
•	Ms. Diane Boyle - Senior Vice President, Government Relations, NAIFA	Teleconference
•	Ms. Jayne Fitzgerald - Director, Government Relations, NAIFA	Teleconference
•	Mr. Scott Sinder - Attorney, Steptoe LLP	Teleconference
•	Mr. Nicholas Sutter - Attorney, Steptoe LLP	Teleconference
•	Mr. Kevin Mayeux - CEO, NAIFA	Teleconference
•	Allan Beckmann - DOL	Teleconference
•	Josh Brammer - OMB	Teleconference
•	Karen Lloyd - DOL	Teleconference
•	Susan Wilker - DOL	Teleconference
•	Brian Mica - DOL	Teleconference
•	Joe Brennan - DOL	Teleconference
•	Rebekah Ackerman - DOL	Teleconference
•	Elaine Zimmerman - DOL	In Person
•	Louie Feagans - OMB	Teleconference