Retirement Solutions Specialists
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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New York City District Council of Carpenters Benefit Funds
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Fringe Benefit Group
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Greenline Wealth Management
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Retirement Planners and Administrators (RPA)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Seeking Guidance: Sponsors of 403(b)s Navigate Plan Nuances
PLANSPONSOR; free registration may be required Aug. 24, 2015
"[M]any 403(b) plan sponsors have tried to freeze flows to their legacy annuity providers and designate just one or two providers moving forward. If the plan sponsor hopes to map legacy 403(b) assets into a new lineup of mutual funds, the process can be especially challenging, as that move has to be directed by the participant. Participants invested in these assets often have full discretion over their money, meaning that plan sponsors cannot force them to move their funds."
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