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DOL Nonenforcement Policies for Rollover Advice Rules: Some Prohibited Transaction Exemptions Apply Now
Fred Reish and Joan Neri, via planadviser; free registration requiredLink to more items from this source
[Guidance Overview]
Dec. 17, 2021

"The original nonenforcement policy was set to expire on December 20, and the one-month-plus extension gives you more time to work on compliance with the PTE's conditions. Also, you have until next July 1, to comply with the requirement that you document the specific reasons why a rollover recommendation is in the best interest of the participant and provide that person with the documentation. There are, however, some limitations on the extension."

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