In this edition of our quarterly designee coaching call, Robin Green and Chuck Hammond focus on IRA rollovers.
We will look at how the DOL Fiduciary Rule delay affects advisors going forward, an overview of our research on fees for rollovers, and how to approach a prudent process when providing rollover services.
Participants include Robin Green, Senior Vice President, Data & Analytics, Fi360; Chuck Hammond, Co-Founder, The 401k Study Group, and; Duane Thompson, Senior Policy Analyst, Fi360.
Fi360
Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.
Check our Calendar for upcoming educational webinars!
Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.
