How advisers can manage IRA rollover risk under the DOL fiduciary rule: BLOG
January 19, 2018 by Fred Reish
Advisers need to examine their practices for IRA rollovers in the new fiduciary environment created by the Department of Labor’s conflict-of-interest rule.
As background, there are three ways an adviser can help a participant with a rollover. Those are:
• Unsolicited
• Education
• Recommendation
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Originally Posted at InvestmentNews on January 19, 2018 by Fred Reish.
Categories: Industry Articles