Pacific Life to DOL: Are You the Rollover Police?
August 26, 2020 by Allison Bell
Officials at the Employee Benefits Security Administration (EBSA) — the DOL arm that oversees 401(k) plans, and other types of retirement plans governed by the Employee Retirement Income Security Act of 1974 (ERISA) — applied their sales standard proposal to 401(k) plan rollovers as a way to narrow the scope of their proposal, and to justify DOL involvement.
Originally Posted at ThinkAdvisor on August 25, 2020 by Allison Bell.
Categories: Industry Articles