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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Relationship Manager – Defined Contributions Daybright Financial
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Nova 401(k) Associates
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Regional Sales Director-Heartland July Business Services
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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EPIC RPS
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Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Daybright Financial
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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PTE 2020-02, IRA Rollovers and Beyond: How to Comply by December 20 DeadlineBroadridge |
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Sept. 15, 2021 On-Demand Webinar |
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In response to the DOL’s PTE 2020-02, financial institutions and investment professionals will need to address new IRA rollover and account transfer requirements. Join us for this webinar to learn how to prepare your firm for the coming changes. At a high level, this webinar will review PTE 2020-02 requirements for financial institutions and investment professionals, including:
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