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

2. 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

3. 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