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

The Wagner Law Group, a nationally recognized ERISA and employee benefits law firm, evaluated RightBRIDGE®'s functionality for supporting compliance with the Department of Labor's Prohibited Transaction Exemption 2020-02.

Request your copy of this white paper.

In this white paper you'll learn:

  • How RightBRIDGE® supports compliance with PTE 2020-02 requirements
  • Legal analysis of the platform's rollover recommendation validation process
  • How RightBRIDGE® evaluates and documents retirement account transfer recommendations
  • Expert review of the system's fiduciary obligation documentation capabilities

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