Fringe Benefit Group
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Greenline Wealth Management
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Planners and Administrators (RPA)
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Pollard & Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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New York City District Council of Carpenters Benefit Funds
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Retirement Solutions Specialists
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View More TRA [The Retirement Advantage] Webinars, Podcasts and Conferences
Navigating the New Rollover RealityTRA [The Retirement Advantage] |
Jan. 19, 2022 Recorded Online Webinar |
With the Department of Labor regulations on investment advice fiduciaries vacated, the industry reverts to prior guidance on the proper steps to completing a compliant IRA rollover, including best practices as outlined in FINRA Notice 13-45 and the Securities and Exchange Commissions final Regulation Best Interest. Attend this course to understand the changing rollover reality; know the steps to uncovering plan distribution options; recognize four common rollover scenarios; and adapt a process for implementing and repeating compliant rollovers. Learning Objectives
To receive CE credit, you must remain logged into the video portion of the webinar for the entire program. Logging into the audio portion only is not sufficient for CE credit. If you are interested in earning 5 or 10 CE credits for CFP or CIMA/CPWA/CIMC/RMA designations by taking a self study course based on the Retirement Resource Guide and passing an exam please click on the link: https://cecenterinc.com/earn-credits/ |