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DOL Provides Practical Guidance on Application of PTE 2020-02 to Rollover Recommendations
Faegre Drinker 
[Guidance Overview] May 25, 2021 "PTE 2020-02 requires investment professionals to consider and document their analysis as to why the rollover recommendation is in the best interest of the retirement investor. The DOL provides a list of suggested factors for an investment professional to consider in this analysis." MORE >> |
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