A New Set Of 401k Best Practices For IRA Rollovers

August 10, 2016
Terry Dunne, SVP and Managing Director - Rollover Solutions Group

The U.S. Department of Labor (DOL)'s Conflict of Interest Rule is the newest challenge before us. Depending on the outcome of pending legal challenges, it has the potential to significantly affect the ways in which firms and advisors conduct business in the qualified retirement plans arena as noted in this article in 401K Specialist Magazine.