Los Angeles partner Fred Reish was quoted in NAPA Net (the National Association of Plan Advisors) article titled, “’BIC Lite' and IRA Transfers.” The article references Fred’s blog post, “Interesting Angles on the DOL’s Fiduciary Rule #17,” which analyzes the new fiduciary rule and new requirements effective April 10, 2017. The NAPA Net article gives Fred’s insights on IRA transfers under the new regulation.

Read “‘BIC Lite’ and IRA Transfers”

Source: NAPA Net