The DOL’s PTE 2020-02 is now live. It represents step one in new compliance regulations that cover 401k to IRA rollover and certain IRA to IRA rollovers.
What are the new regulatrions?
Are you impacted?
What do you have to do right now to comply?
How do you build a sustainable and successful 21st century business under these rules?
Join us March 3rd at 11am CT for an exclusive interactive event: Thriving Under the New DOL Fiduciary Rules.
We put together an all-star panel of experts to help guide you through 2021 and beyond:
Blaine Doerfeld, SVP and Senior Counsel, Athene USA
Jeff Maxey, EVP and General Manager, Insurmark
Jack Martin CFP, founder and CEO, Elite Advisor Group
Drive more growth today, join us!
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