Regional Vice President of Sales The Retirement Plan Company
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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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Bates & Company, Inc.
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AimPoint Pension
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Description of Amendment to Boehner Investment Advice Bill, Approved November 7 (PDF)
Joint Committee on Taxation [JCT], U.S. Congress Nov. 8, 2001 The amendment ('in the nature of a substitute to H.R. 2269') was approved by a voice vote of the Ways and Means Committee on November 7; it requires full disclosure of fees and potential conflicts of interest to qualify for an exemption to the usual prohibited transaction rules. |
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