Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Hall County Government
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Loan & Distribution Specialist AimPoint Pension
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Q&As on DOL Fiduciary Rule: Rollovers and IRAs
fi360 [Guidance Overview] Apr. 26, 2016
"Would the definition of 'investment advice' include a rollover from previous 401(k) to current 401(k)? ... How can a level fee plan fiduciary advisor accept a participant's rollover and manage the IRA rollover assets with a level fee? ... Will rollover analysis be required for any IRA rollover advice? ... Because BICE is not available to advisors with discretion does that mean that advisors who are fiduciaries on a retirement plan cannot recommend a rollover to an IRA and use BICE to avoid the prohibited transaction issue due to uneven compensation?"
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