Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Virtual hearing scheduled on proposed Retirement Security Rule
The Department of Labor's Employee Benefits Security Administration (EBSA) will hold a virtual public hearing via WebEx on December 12 through December 13, 2023, continuing (if necessary) on December 14, 2023, for the public to provide input on the Department's proposed Retirement Security Rule: Definition of an Investment Advice Fiduciary.
Requests to testify at the hearing must be submitted by November 29, 2023. For further information, see the EBSA's Federal Register notice published at 88 FR 80648 this morning.