Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Fiduciary Rule Myths
Drinker Biddle [Guidance Overview] Feb. 19, 2018 "One of the requirements [of the Impartial Conduct Standards in the Best Interest Contract Exemption (BICE)] is that a recommendation be in the best interest of the customer. This best interest requirement may lead some to think that advisors have to meet an essentially impossible standard. As with a lowest-cost recommendation, however, a mandate to recommend the best investment is a myth[.]" |
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