Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Text of Final SEC Regs on Disclosures About Portfolio Managers at Mutual Funds (PDF)
U.S. Securities and Exchange Commission [SEC] [Official Guidance] Aug. 27, 2004
19 pages. Excerpt: We are adopting, with several modifications to address commenters' concerns, amendments that require a fund to provide disclosure in its ... [Statement of Additional Information] regarding other accounts for which the fund's portfolio manager is primarily responsible for the day-to-day portfolio management.
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