Assess, Document and Disclose Best Interest Rollover Recommendations
757 بار بازدید -
2 سال پیش
-
More than $700 Billion dollars
More than $700 Billion dollars of rollover transactions occur every year, creating a compliance and oversight challenge for firms and financial professionals.
InvestorCOM RolloverAnalyzer is an intuitive application for assessing, documenting and disclosing rollovers recommendations via a single, intuitive workflow. The configurable app integrates plan cost and industry benchmark data, saving the financial professional time from having to look up cost information from third-party sources.
Use RolloverAnalyzer to meet the DOL's PTE 2020-02 regulatory requirements.
InvestorCOM RolloverAnalyzer is an intuitive application for assessing, documenting and disclosing rollovers recommendations via a single, intuitive workflow. The configurable app integrates plan cost and industry benchmark data, saving the financial professional time from having to look up cost information from third-party sources.
Use RolloverAnalyzer to meet the DOL's PTE 2020-02 regulatory requirements.
2 سال پیش
در تاریخ 1401/01/17 منتشر شده
است.
757
بـار بازدید شده