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 […]

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