Great Lakes Pension Associates, Inc.
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Regional Sales Director (West) July Business Services
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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July Business Services
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New York City District Council of Carpenters Benefit Funds
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July Business Services
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Retirement Planners and Administrators (RPA)
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Pollard & Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Greenline Wealth Management
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Fringe Benefit Group
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Labor Department's Proposed Regulations on ERISA 'Fiduciary' Definition
Deloitte via BenefitsLink.com [Guidance Overview] Nov. 2, 2010
Excerpt: In terms of fees, the proposed regulation states that a person receives a fee for rendering investment advice if 'any fee or compensation for the advice' is received by the person (or by an affiliate of the person) 'from any source' as well as 'any fee or compensation incident to the transaction.' These fees would include, for example, brokerage, mutual fund sales, and insurance sales commissions.
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