Ep #37: Wrestling with Rollovers and Other Regulatory Trends With Fred Reish
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Fred Reish is a partner in Faegre Drinker’s Benefits & Executive Compensation practice group, the Investment Management group, and the Financial Services ERISA Team. Today he joins the show to discuss emerging regulatory trends affecting advisory firms and advisors, including the DOL's fiduciary advice exemption, PTE 2020-02, when advising on rollovers as well as it's guidance on cryptocurrencies and private equity.
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