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's Final Investment Advice Regulation and Class Exemption
PLANSPONSOR; free registration may be required [Opinion] Mar. 25, 2009
Excerpt: Although the fundamental structures of both the regulation and class exemption are unchanged from the DoL's proposals, the final version contains a few important modifications. Please keep in mind two important caveats: (1) The regulation and class exemption do not cover advice to plan sponsors, and (2) they do not cover discretionary investment programs.
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