With a compliance date of December 21st, 2021, now only 6 months away and recent reports of planned rigorous enforcement around IRA rollover recommendations, the DOL’s PTE 2020-02 has become priority…
(PRWeb June 14, 2021)
Read the full story at https://www.prweb.com/releases/broker_dealers_and_advisors_risk_prohibited_transactions_when_recommending_ira_rollovers/prweb17994459.htm