Retirement Plan Consultants
Hochheiser Deutsch & Co, Inc.
Loren D. Stark Company
Compass Retirement Consulting Group, Inc.
Trucker Huss, A Professional Corporation
Bates & Company
Carpenter Morse Group
ERISA Services, Inc.
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|DOL Releases Additional Investment Advice Guidance|
Apr. 30, 2021
"The DOL mentions ... that it anticipates issuing additional investment advice guidance, possibly by amending or revoking other class exemptions and by amending PTE 2020-02 and the investment advice regulation. This approach will allow the DOL to update current guidance without delaying enforcement of the PTE’s core components, such as the policy and procedure requirements."
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