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Designee Coaching Call: Fees, Services, and a Prudent Process for IRA Rolloversfi360 |
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Sept. 19, 2017 Recorded Online Webcast |
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In this edition of our quarterly designee coaching call, Robin Green and Chuck Hammond will focus on IRA rollovers. We will look at how the DOL Fiduciary Rule delay affects advisors going forward, an overview of our research on fees for rollovers, and how to approach a prudent process when providing rollover services. Moderator: Chuck Hammond, Co-Founder, The 401k Study Group Presenters:
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