DOL UPDATES

Get the latest news, expert insights and learn what you need to know to stay compliant.

The “New” DOL Fiduciary Rule – The 5 Things You Need to Know to do Qualified Business Starting Feb 1, 2022

DOL UPDATE: Form 84-24 Walk-Through

FAQ’s: Your questions about the DOL Fiduciary Rule 3.0

Remember, since all ERISA plans, IRAs and rollover advice is covered, if you work with qualified funds, you need to watch!

Questions? Contact your sales team at 800.992.2642.

Download PTE 84-24 DOL Form

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