Pollard & Associates
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Great Lakes Pension Associates, Inc.
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Fringe Benefit Group
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Defined Contribution Account Manager Nova 401(k) Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Solutions Specialists
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Greenline Wealth Management
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Retirement Planners and Administrators (RPA)
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Best Practices and Core Principles for the Development, Dispensation and Receipt of Proxy Advice (PDF)
U.S. Chamber of Commerce's Center for Capital Markets Competitiveness Mar. 20, 2013
"[A]nnual proxy solicitations increasingly have become a referendum on a growing and sometimes conflicting array of issues. ... We have set forth core principles and a series of specific improvements to serve as a basis for proxy advisory firms, public companies, and investment portfolio manager organizations to engage in a dialogue to create a system that brings transparency and accountability to proxy advisory firms and fosters strong corporate governance."
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