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Pontera Says Rollover Not Always Superior to 401(k)
New findings reveal 59% of advisers opted not to roll over a client's 401(k) into an IRA in 2022.
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Expert: Advisers Should Pause on DOL Rollover Guidance Despite Court Reversal
In the meantime, legal experts discourage advisers from violating it in case it is re-instated.
Fiduciary Decisions Factors PTE Into IRA Rollover Compliance Software
The firm is experiencing a surge in B/Ds and RIAs requesting assistance with the new rule as the enforcement date approaches.