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Spectrum Pension Consultants (part of Daybright Financial)
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EPIC RPS
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Relationship Manager – Defined Contributions Daybright Financial
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Regional Sales Director-Heartland July Business Services
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Internal Channel Sales Team Lead July Business Services
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Director of Regulatory Operations and Compliance PCS Retirement
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Nova 401(k) Associates
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EPIC RPS
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Independent Retirement
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Regional Sales Director-Mid Atlantic July Business Services
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Stones River Consulting
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Daybright Financial
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View More Broadridge Webinars, Podcasts and Conferences
PTE 2020-02, IRA Rollovers and Beyond: How to Comply by December 20 DeadlineBroadridge |
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Sept. 15, 2021 On-Demand Webinar |
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In response to the DOL’s PTE 2020-02, financial institutions and investment professionals will need to address new IRA rollover and account transfer requirements. Join us for this webinar to learn how to prepare your firm for the coming changes. At a high level, this webinar will review PTE 2020-02 requirements for financial institutions and investment professionals, including:
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