Advisor Lab

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EZPATH — A DOL Compliant Journey for IRA Rollovers

With the increased focus on prohibited transactions in advisor-assisted rollovers—and the increased activity from class action lawyers—has advisors and home offices scrambling for solutions to defend the $4 Trillion in commission-based IRA accounts. Here’s a better way: The Advisor Lab’s new tool, EZPATH creates a seamless, compliant journey for capturing rollovers out of qualified plans and transitioning existing IRAs from “C” (commissions) to Fee. Better for your clients and better for you—a quick and easy, conflict-free way to capture more retirement assets.
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[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_text_separator title=”Key Business Leader” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Mark Klein
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