Jason C. Roberts (@jasonrobertsesq) 's Twitter Profile
Jason C. Roberts

@jasonrobertsesq

CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.

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linkhttp://pension-resources.com calendar_today05-05-2009 00:13:19

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Jason C. Roberts (@jasonrobertsesq) 's Twitter Profile Photo
Jason C. Roberts
@jasonrobertsesq

2 years ago

In case you missed it, DOL will appeal Florida court's opinion re #PTE 2020-02. Keep in mind that the court took issue w/ the DOL's interpretation of its 1975 #ERISA #investmentadvice regulation, but DOL is working on a new regulation. Once finalized, the…lnkd.in/gD9zUs9V