Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Avoiding Potential Disclosure Problems and Fiduciary Issues in Retirement Plans that Offer Certain Investment Alternatives (PDF)
SPARK Institute [Guidance Overview] Dec. 21, 2010
8 pages. Excerpt: Many investment managers and providers of investment options that are not subject to rules that apply to mutual funds, e.g., bank collective investment funds, non-registered 'fund of funds', separately managed accounts and annuities ('non-registered investments'), may be surprised that they will have to provide, or make available, to plan sponsors significant new information in order for the plan sponsor tocomply with the new disclosure requirements.
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