Loan & Distribution Specialist AimPoint Pension
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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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AimPoint Pension
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Bates & Company, Inc.
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401(k) Fiduciaries: Is It Time to Hone Your Processes?
Fiduciary Plan Governance, LLC Mar. 15, 2018
"Establish and run processes that demonstrate they have leveraged the lowest cost fees based on their plan size and servicing needs. If the fees their plan pays exceed market norms, they need to be able to show why the fees are reasonable.... Articulate why one investment was chosen over the other. Dig down deeper in understanding whether actual fund plan investments align with investment objectives."
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