Upcoming Webinar

Conducting an Annual Retrospective Review of IRA Rollovers for DoL’s PTE 2020-02

$69.95

During this webinar, Bryan Hill, President of RIA Compliance Consultants, reviews the requirements for an Annual Retrospective Review of IRA Rollovers under the Department of Labor’s Prohibited Transaction Exemption (“PTE”) 2020-02, and provides advice and guidance on how best to undertake this review.

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Description

During this webinar, Bryan Hill, President of RIA Compliance Consultants, reviews the requirements for an Annual Retrospective Review of IRA Rollovers under the Department of Labor’s Prohibited Transaction Exemption (“PTE”) 2020-02, and provides advice and guidance on how best to undertake this review.

This webinar will be presented live on Thursday, March 30 at 12:00 p.m. CST.

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