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Daybright Financial
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Regional Vice President, Sales MAP Retirement
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Defined Contribution Account Manager Nova 401(k) Associates
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MAP Retirement
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Relationship Manager - Actuary Daybright Financial
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Retirement Relationship Manager MAP Retirement
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MAP Retirement
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Senior Counsel – Investment Solutions Great Gray Trust Company
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Goldberg, Swedelson & Associates
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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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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