Meet the requirements set forth by the Department of Labor’s Prohibited Transaction Exemption (PTE) 2020-02. Decision Optimizer helps with information gathering, creating a recommendation based on client preferences, client documentation and output, annual retrospective review, and more. Plus, it comes with the built-in expertise of the Pension Resource Institute to serve as your best practices guide.
This solution is a standalone application. To learn more about adding this solution to your experience by emailing firstname.lastname@example.org or calling (866) 390-5080.