Wagner Law Group Opinion of RightBRIDGE® PTE 2020-02 Compliance

The Wagner Law Group examined how financial institutions using RightBRIDGE® can demonstrate compliance with the Department of Labor's Prohibited Transaction Exemption 2020-02 requirements for retirement account recommendations.

Request your copy of this white paper.

In this white paper you'll learn:

  • How RightBRIDGE® helps institutions meet PTE 2020-02 compliance standards
  • Analysis of the platform's documentation and audit trail capabilities
  • How the system supports impartial conduct standards for retirement recommendations
  • Expert evaluation of RightBRIDGE®'s approach to prohibited transaction exemption compliance

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