Wealth Compliance Leaders featuring Jason Berkowitz from Insured Retirement Institute (IRI)

Wealth Compliance Leaders is a videocast series featuring exceptional leaders from the wealth management industry. Parham Nasseri, Vice President of Regulatory Strategy at InvestorCOM speaks with senior industry, regulatory, and technology executives to discuss wealth management and compliance challenges.

In today’s conversation, we had the pleasure of speaking with Jason Berkowitz, Chief Legal and Regulatory Affairs Officer from Insured Retirement Institute (IRI). Jason is an accomplished expert on the many regulations that impact the retirement industry. His inclusive and collaborative approach to stakeholder engagement and advocacy is truly unique and engaging in many respects.

In this episode, you’ll hear about Jason’s background, what got him interested in our industry and his thoughts about DOL’s recent PTE 2020-02 requirements, Reg BI and much more.

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Видео Wealth Compliance Leaders featuring Jason Berkowitz from Insured Retirement Institute (IRI) канала InvestorCOM Inc.