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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Fiduciaries: If You Don't Have Time to Do It Right, When Will You Have Time to Do It Over?
Al Otto and Heath Miller, via LinkedIn May 8, 2015
"[C]ommon questions and misconceptions regarding time, as it relates to investment matters ... tend to fall into one of three categories. The first relates to the time it takes to properly evaluate an investment (e.g., due diligence prior to selection, evaluation and monitoring following acquisition and issues that arise when a decision to redeem or replace an investment arises). The second surrounds the frequency in which the review or evaluation of investments should occur, and finally, the third relates to the additional time requirements that can arise from various contracts and structures associated with running a retirement plan."
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