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Rollovers, Rollover Advice and Documentation Under PTE 2020-02
The Retirement AdvantageLink to more items from this source
Dec. 17, 2021

"[I]nvestment professionals and financial institutions should make diligent and prudent efforts to obtain information about the existing qualified retirement plan and the participant's interests in it.... [T]he DOL identified the ideal documentation as a copy of the plan participant's ERISA Section 404(a)(5) fee disclosure ... The process and outcome of requesting the fee disclosure should be documented."

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