Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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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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Department of Labor Requirements for Participant-Directed Investments (PDF)
Prudential Retirement [Guidance Overview] July 28, 2008
5 pages. Excerpt: WHO'S AFFECTED These requirements apply to: Qualified defined contribution plans, ERISA 403(b) plans, and Voluntary employee account portions of defined benefit plans that allow participants and beneficiaries to direct the investment of their individual accounts, and that have chosen to take advantage of the fiduciary liability protection afforded by the ERISA section 404(c) regulations.
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