Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Best Interest Standard of Care for Advisors, Part 94: Maintaining Documentation for Compliance with PTE 2020-02
FredReish.com [Guidance Overview] June 22, 2022 "While much attention has been given to the 'conditions' for obtaining the relief provided by PTE 2020-02, there hasn't been much discussion of the PTE's requirements to retain documentation of compliance with those conditions. This articles discusses those requirements." |
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