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The Array of ERISA Compliance Solutions for Rollover Advice (PDF)
Eversheds Sutherland, via Bloomberg Tax Management Compensation Planning JournalLink to more items from this source
[Guidance Overview]
Mar. 10, 2021

"[F]inancial services providers have an immediate need to come to terms with DOL's position and consider their alternatives for continuing to be of service to retirement investors while operating on an ERISA-compliant basis."

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