RightBridge and PTE 2020-02
Request Wagner Law Group Opinion on RightBRIDGE PTE 2020-02 Solution
In short, PTE 2020-02 is the Department of Labor's latest ruling that requires fiduciaries who rely on transaction exemptions to only provide advice that falls within their client's plan and is in the customer's best interest.
PTE 2020-02 Requirements and RightBridge
