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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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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Six Questions for Your Next 401(k) RFP
Nevin Adams via LinkedIn Sept. 23, 2015
"[1] What plan design changes would you recommend, and why? ... [2] How many other clients like me do you have? ... [3] Are there any restrictions on fund choices? ... [4] What's your preferred QDIA? ... [5] How -- and how much -- do you and your other partners get paid? ... [6] Please provide the contact information for three clients that have left you in the last 18 months."
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