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Wealth and Asset Management

Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution

September 8, 2021

By News Team

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To support wealth and retirement professionals as they address new requirements associated with the Department of Labor's Prohibited Transaction Exemption 2020-02 (PTE 2020-02), Broadridge Fi360 Solutions has announced an enhanced Decision Optimizer software for financial advisors.  The enhanced capability supports advisors with PTE 2020-02 requirements that take effect December 20,…

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