Featured Jobs
|
Pension Rights Center
|
|
Nicholas Pension Consultants
|
|
Retirement, LLC
|
|
EPIC: TPA/DPS
|
|
Kentucky Trust Company
|
|
Retirement Plan Administrator (TPA) Retirement Plan Consultants
|
|
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC
|
|
Retirement Plan Documents Specialist Loren D. Stark Company
|
|
Retirement, LLC
|
|
Administrator/Consultant (DC and DB) TPA Professionals
|
|
Pentegra
|
|
Plumbers Local Union No. 1 Benefit Funds
|
|
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc.
|
|
Farmer & Betts, Inc.
|
|
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA)
|
|
EPIC Retirement Plan Services
|
|
Employee Benefits and Executive Compensation Associate Attorney Verrill
|
|
RTD Financial Advisors
|
|
Retirement Plan Administrator – Senior Associate PBMares
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
| Webcasts > | Upcoming | Recorded |
| Conferences > | Upcoming | Grouped by Location |
| All > | Upcoming | Grouped by Sponsor |
View More Faegre Drinker Webinars, Podcasts and Conferences
Insurance Company Responsibilities and Practices Under PTE 84-24 and PTE 2020-02Faegre Drinker |
|
Feb. 22, 2022 Recorded Online Webinar |
|
The Department of Labor’s (DOL) expanded interpretation of fiduciary status for recommending Plan-to-IRA rollovers and IRA-to-IRA transfers means that many more insurance agents will be fiduciaries for making those recommendations — and, as such, will need the protections of a prohibited transaction exemption (PTE) due to their compensation, both cash and non-cash. PTE 2020-02 provides the most flexibility, but requires that insurance companies be “co-fiduciaries.” PTE 84-24 is more limited, but imposes less of a burden on insurance companies. This program will discuss the new fiduciary interpretation, the differences between the exemptions, the decisions being made by insurance companies, and the new rules that the DOL is working on, which we expect will be released later this year. |
