ERISA PTE 2020-02 (the rollover exemption)
This revision of the Labor Department's so called rollover exemption, PTE 2020-02, goes into effect Sept. 23, 2024 but firms will have one year after that to come into full compliance
This revision of the Labor Department's so called rollover exemption, PTE 2020-02, goes into effect Sept. 23, 2024 but firms will have one year after that to come into full compliance
Copyright PEI Media
Not for publication, email or dissemination