Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Before It's Too Late: A Retirement Security Newsletter from Phyllis Borzi, April 15, 2013
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] Apr. 16, 2013
"The Government Accountability Office (GAO) was asked to study the challenges 401(k) plan participants may face when separating from their employers and deciding what to do with their plan savings.... [It] found that concerns that participants were being encouraged to choose rollovers to individual retirement accounts (IRAs) in lieu of options that could be more in their interest are well-founded."
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