Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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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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Compass
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Text of DOL's Draft Focus Group Script to Evaluate the Effectiveness of the 408(b)(2) Disclosure Requirements (PDF)
U.S. Department of Labor, via The SPARK Institute Mar. 13, 2014
"Issue Area #1: About your role... Issue Area #2: Your experience with receiving 408... Issue Area #3: Your understanding of the disclosures... Issue Area #4: Decision-making based on disclosures... Issue Area #5: Usefulness of disclosures."
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