Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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DOL Report on Availability of Computer Model Investment Advice Programs for Individual Retirement Account Submitted to House/Senate Committees (PDF)
U.S. Department of Labor [DOL] Aug. 29, 2008
Excerpt: Four commenters ... identified existing computer model investment advice programs that, in their view, meet all three of the criteria set forth in section 601(b)(3)(B) of the PPA. Each of the Four Commenters identified a different model. These and other comments are further discussed [in the target report].
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