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The Final DOL Fiduciary Rule Has Arrived. Here’s What It Means for Investors
We see the most benefits for participants in small retirement plans and investors rolling into fixed index annuities.
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Spencer Look is an associate director for The Morningstar Center for Retirement & Policy Studies. He conducts research across many topics, but primarily focuses on annuity and life insurance products and lifetime income solutions. Before joining Morningstar in 2022, Spencer held roles as a life actuarial manager and a life-cycle advice senior analyst, specializing in goals-based financial planning, lifetime asset allocation, and retirement income.
He holds a bachelor’s degree in actuarial science and finance from Drake University in Des Moines. Spencer is also a Fellow of the Society of Actuaries.
