How PwC can help
Team of dedicated DOL specialists
Our team of dedicated DOL specialists have in-depth knowledge of the financial services sector and the intricacies of ERISA regulations. Our PwC and Strategy& teams bring functional expertise across strategy, operations/technology and compliance/regulation, thus providing an end-to-end solution from strategy through execution.
Accelerator toolkit and proven methodology
We have developed a set of accelerators/tools that can help clients meet the tight timelines that are likely to be required for compliance - these include baselining and impact assessment frameworks, templates for operating model assessment, execution roadmapping tools, and templatized business and functional requirements documents. These tools have been deployed and refined over multiple client engagements.
Webinars and roundtables
Our upcoming series of webinars and roundtables will focus on enabling valuable interaction between senior executives on the topic of regulation implications and implementation planning across the sectors of wealth management, asset management and insurance/annuities.