Designee Coaching Call: Fees, Services, and a Prudent Process for IRA Rollovers

Robin Green, Senior Vice President, Data & Analytics, Fi360

Chuck Hammond, Co-Founder, The 401k Study Group

Duane Thompson, Senior Policy Analyst, Fi360

September 19, 2017

In this edition of our quarterly designee coaching call, Robin Green and Chuck Hammond will focus on IRA rollovers. We will look at how the DOL Fiduciary Rule delay affects advisors going forward, an overview of our research on fees for rollovers, and how to approach a prudent process when providing rollover services.