Regional Vice President of Sales The Retirement Plan Company
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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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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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DOL Extends Temporary Enforcement Policy for Conflicted Fiduciaries, Delays Rollover Enforcement
Eversheds Sutherland [Guidance Overview] Oct. 26, 2021 "This transition relief ... will be helpful to: [1] Permit the conversion in compliance systems from the temporary enforcement policy to PTE 2020-02 on a sensible business date; [2] Reduce the cost of and potential confusion created by the fiduciary acknowledgement and other disclosures required by PTE 2020-02 ... and [3] Provide more time for vendors to perfect and investment advice fiduciaries to install reliable solutions for obtaining and processing the comparative cost information and other documentation ... for rollover advice." |
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