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Designee Coaching Call: Fees, Services, and a Prudent Process for IRA Rollovers


Sept. 19, 2017
Recorded Online

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


  • Robin Green, Senior Vice President, Data & Analytics, Fi360
  • Duane Thompson, Senior Policy Analyst, Fi360

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