Pursuing Rollovers in an Evolving Regulatory Landscape

Pursuing Rollovers in an Evolving Regulatory Landscape

The current regulatory environment can present challenges to advisors who provide services to retirement plans or retirement plan participants.

Pershing has partnered with Fred Reish, a nationally recognized ERISA attorney and retirement plan expert, to identify steps for advisors to consider in light of the current regulatory environment and anticipated developments pertaining to capturing rollovers.

Audience: Advisors, Broker-Dealers, Investment Managers, Registered Investment Advisors, Wealth Managers