An inside look at DOL chief Thomas Perez making the case for the fiduciary rule

May 15th, 2015 | Caitlin Greene

As part of his personal initiative to listen to the opinions of those this regulation will affect, Wednesday in St. Petersburg, Florida, Secretary Perez chaired a 26-person round table comprising CEOs, CFOs and directors of human resources for some of Tampa Bay’s largest and most influential corporations and not-for-profit organizations. The event was hosted by Seabridge Wealth Management, a registered investment advisory firm that offers ERISA § 3(38) advisory services.

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