Retirement Solutions Specialists
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Pollard & Associates
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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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Fringe Benefit Group
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Greenline Wealth Management
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Retirement Planners and Administrators (RPA)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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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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PTE 2020-02 Mistakes and Misunderstandings, Part 3: Best Interest Process, Data and Compliance FailuresFaegre Drinker |
June 30, 2022 Recorded Online Webinar |
In PTE 2020-02, the U.S. Department of Labor has expanded its interpretation of the ERISA and Code regulatory definitions of non-discretionary fiduciary investment advice and provided an exemption, or exception, to the prohibitions on conflicts of interest. Please join us for the third webinar in this series where Faegre Drinker attorneys will examine this re-interpretation and discuss best practices for navigating it. Joined by Fiduciary Decisions CEO Tom Kmak, our panel of attorneys will discuss:
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