Plumbers Local Union No. 1 Benefit Funds
RTD Financial Advisors
Kentucky Trust Company
Retirement Industry Trust Association (RITA)
EPIC Retirement Plan Services
Retirement Plan Consultants
Pension Rights Center
Loren D. Stark Company
Hochheiser Deutsch & Co, Inc.
Nicholas Pension Consultants
Farmer & Betts, Inc.
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|Dealing with IRA and Plan Rollovers (PDF)|
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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