Regional Vice President of Sales The Retirement Plan Company
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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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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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How Do DOL Rules Impact Insurance Producers?
InsuranceNewsNet.com Feb. 22, 2021 "This new PTE ... is simply an additional way for persons who are categorized as 'fiduciaries' under Section 4975 of the Tax Code to qualify to be paid a commission for selling products or services to qualified plan participants and individual retirement account owners.... PTE 84-24 has covered insurance agents and brokers and their affiliates to allow the sale of life insurance and annuities to qualified plans. This option remains available[.]" |
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