Compass
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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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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Text of Proposed Rule: Definition of the Term 'Fiduciary'
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] [Official Guidance] Oct. 22, 2010
16 pages. Excerpt: This document contains a proposed rule under [ERISA] that, upon adoption, would protect beneficiaries of pension plans and individual retirement accounts by more broadly defining the circumstances under which a person is considered to be a 'fiduciary' by reason of giving investment advice to an employee benefit plan or a plan's participants.
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