TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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New York City District Council of Carpenters Benefit Funds
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Retirement Solutions Specialists
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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Defined Contribution Account Manager Nova 401(k) Associates
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Great Lakes Pension Associates, Inc.
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Retirement Planners and Administrators (RPA)
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Greenline Wealth Management
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Fringe Benefit Group
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Text of DOL Advisory Opinion on Use of Mutual Fund Profiles for ERISA 404(c) Compliance
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] Sept. 12, 2003 Excerpt: [Y]ou ask whether a participant-directed individual account plan's delivery of a mutual fund Profile, as described below, to participants and beneficiaries immediately before or immediately after their investment in the mutual fund would satisfy regulations issued by the Department of Labor (Department) pursuant to section 404(c) of ERISA. |
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