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Fred Reish

Fred Reish

17:202023-07-26

Om avsnittet

Fred Reish’s DOL Fiduciary Rule UpdateThe retirement industry will be keeping a close eye on the Department of Labor in August in anticipation of proposed regulation regarding its fiduciary rule, and whether or not a retirement plan-to-IRA rollover recommendation made by an advisor who is a fiduciary to a plan or participant constitutes a fiduciary act, necessitating the use of Prohibited Transaction Exemption 2020-02.To help us sort out what’s going on with the DOL’s fiduciary rule, we can t...

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