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Dealing with IRA and Plan Rollovers (PDF)
Dechert LLPLink to more items from this source
Feb. 25, 2021

22 presentation slides. "A prohibited transaction exemption will be required for a rollover to the extent the person is an investment advice fiduciary. Investment advice must meet all prongs of a 'Five-Part Test' to result in investment advice fiduciary status. Certain recommendations may constitute investment advice for these purposes."

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