Regulatory roundup

Overview REG BI SECURE Act CARES Act Revised NAIC NY Reg 187 AG49-A Section 7702 DOL

Regulatory changes can impact the way you do business and serve your clients. How do you stay on top of it all?

Welcome to the Regulatory Roundup, your source for timely, comprehensive and simplified regulatory updates. Bookmark this resource center to stay informed of current legislative changes and requirements and impending proposals—so you can optimize your business!

REG BI

Best Interest Standards for Clients

Learn More about Reg BI
SECURE Act

Setting Every Community Up for Retirement Enhancement Act

Learn More about the SECURE Act
CARES Act

Coronavirus Aid, Relief, and Economic Security Act

Learn More about the CARES Act
Revised NAIC Suitability

NAIC revisions to its Suitability in Annuity Transactions Model Regulation

Learn More about Revised NAIC
NY REG 187

Suitability and Best Interests in Life Insurance and Annuity Transactions (NY187)

Learn More about NY REG 187
AG49-A

Actuarial Guideline XLIX-A

Learn More about AG49-A
Section 7702

Changes to sections 7702 and 7702A of the Internal Revenue Code.

Learn More about the changes
DOL

Department of Labor class exemption for fiduciaries

Learn More about the exemptions

Pending rule proposals

NJ Fiduciary Rule DOL Fiduciary

We value your opinion

Share Your Feedback

Lincoln Financial Group^® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.