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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Regional Vice President, Sales MAP Retirement USA LLC
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Strongpoint Partners
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Managing Director - Operations, Benefits Daybright Financial
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Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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July Business Services
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Anchor 3(16) Fiduciary Solutions
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Mergers & Acquisition Specialist Compass
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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ESOP Administration Consultant Blue Ridge Associates
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The Data, Empirical Information Fueling the Final Fiduciary RuleNational Association of Plan Advisors [NAPA] |
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May 7, 2024 On-Demand Podcast |
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Research and consulting giant Morningstar was cited over 40 times in the final fiduciary rule release, officially called the Retirement Security Rule. The reason was largely due to the data and information for which the company is known. Aron Szapiro, Head of Government Affairs with Morningstar, joins American Retirement Association CEO Brian Graff for a wide-ranging discussion about the rule and its future implications, as well as recent attacks on the country’s private retirement savings system. This is an episode not to miss. |