Welcome Remarks Lee Covington Senior Vice President and General Counsel Insured Retirement Institute

IRI Org Structure to Approach Implementation IRI Executive Committee & Board Advocacy Working Group IRI Retirement Plans and Tax Regulatory and Advocacy Committee IRI DOL Fiduciary Rule Working Group IRI DOL Fiduciary Rule Implementation Task Force IRI Board Advisor Engagement Working Group IRI Impact Matrix Subgroup IRI Advisor FAQ Subgroup IRI Training Subgroup Weekly Question and Answer Sessions for IRI Members with ERISA Experts

Goals of IRI Implementation Task Force Develop of an FAQ resource for advisors on the rule Develop impact matrices to help insurers and broker-dealers determine how the rule impacts each stage of the annuity transaction Identify opportunities for standardization Develop a glossary of key terms used in the rule Create an information repository for insurers and broker-dealers