Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution

Published
9 September 2021

Description

To support wealth and retirement professionals as they address new requirements associated with the Department of Labor’s Prohibited Transaction Exemption 2020-02 (PTE 2020-02), Broadridge Fi360 Solutions announced an enhanced Decision Optimizer software for financial advisors. The enhanced capability supports advisors with PTE 2020-02 requirements that take effect December 20, 2021, as well as ongoing IRA […]

The post Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution appeared first on Bobsguide.

[...]

Source

Related Jobs

13 April 2024
Risk Analyst   Borough, South East London new
13 April 2024
Associate - FIC ICAT Hedge Funds   Borough, South East London new
13 April 2024
Senior Associate, Client Information Management   Borough, South East London new
13 April 2024
13 April 2024