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Dave Palascak News Today : Breaking News, Live Updates & Top Stories | Vimarsana

The Door Is Open… Wider: ESG Investing for Retirement Plans

Thursday, January 19, 2023 | 2:00 PM Eastern Standard Time

Blaine aikenDave palascakJohn faustinoHead of fiduciary training technologyDepartment of laborSelecting plan investmentsExercising shareholderQualified default investment alternativesFiduciary training

Improving PTE 2020-02 Rollover Compliance

Nearly 15% of advisory firms are in the dark about how to comply with this regulation.

Dave palascakJason robertsJohn faustinoPension resource institutePension research instituteBroadridge financial solutionFaegre drinkerDecision optimizerPlan optimizer

Fiduciary Status & IRA Rollovers: The Advisor Impact of PTE 2020-02

Tuesday, February 22, 2022 | 2:00 PM ET

Dave palascakJason robertsJohn faustinoPension resource institute retirement law groupDepartment of labor prohibited transaction exemptionStarting februaryFiduciary education

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