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The Array of ERISA Compliance Solutions for Rollover Advice (PDF)
Eversheds Sutherland in Bloomberg Tax Management Compensation Planning Journal 
[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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