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Events | May 24, 2022
1 minute read

Rollovers and the Revived DOL Fiduciary “Rule”

Hosted By: Warner

Shane Hansen, Mary Jo Larson, Linda Paullin-Hebden and Diane Currie of Warner presented a webinar focused on the new required rollover disclosures under PTE 2020-02 that begin July 1, 2022. Advisers are struggling with numerous questions and challenges, including:

    Warner’s panel addressed these and many more questions surrounding this new rule.
    Who should attend? This discussion is intended for financial professionals in addition to CCOs.