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» The Fiduciary Rule and IRA Fixed Annuity Sales
In 2020, the Department of Labor adopted PTE 2020-02 and also issued guidance reinterpreting the test used to determine who is an investment advice fiduciary. While PTE 2020-02 became effective in 2021, the DOL delayed enforcement of the certain disclosu
» Sample PTE 84-24 Templates
Sample PTE 84-24 templates