Florham Park counsel Joan Neri was interviewed by WealthManagement.com regarding IRA rollovers in the aftermath of the vacated DOL fiduciary rule. In part 2 of the interview, she discussed the considerations for non-fiduciary advisors and best practices for avoiding compliance problems with IRA rollovers. 

Read "Dealing With IRA Rollovers Post-Fiduciary Rule: Part II.”

Source: WealthManagement.com