Defined Contribution Retirement Plan Senior Administrator
First American Bank (Elk Grove Village IL / Hybrid)
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View More Groom Law Group Webinars, Podcasts and Conferences
DOL recently released a final rule amending the definition of “investment advice” and amending important prohibited transaction exemptions (“PTEs”). Parts of the new rules take effect on September 23, 2024, and may require substantial operational and compliance changes.
The webinar will cover –