Protecting retirement account rollovers
Investment advice provided to employees that participate in qualified retirement plans when they transfer their plan assets to Individual Retirement Accounts (“IRA”) is protected by federal pension law. If that advice is provided by an advisor that is not complying with required practices contained in the law, however, the retirement plan source incurs a prohibited transaction violation.
Rollover Chek is an assurance program from Roland|Criss that protects employees and employers.
Download the brochure
Click this icon below to view video full screen