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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DOL Officials Say Investment-Only Funds Must Reveal Fees
Pensions & Investments [Guidance Overview] Feb. 4, 2008 Excerpt: Previously, it was thought that only those mutual fund companies that provide record-keeping or other services to 401(k) plans would be required to track and disclose compensation arrangements with their vendors under the proposed rule. But Labor Department officials dropped a bombshell at a Jan. 28 meeting between government officials and pension industry lobbyists. Regulators then said the rule also would affect mutual funds that provide investment-only services for a 401(k) or other ERISA plan. |
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