Regional Vice President of Sales The Retirement Plan Company
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Compass
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Guide to the 404a5 Opportunity for Retirement Advisors, Part I: Counseling Plan Participants
Benefits Pro Feb. 1, 2012 Mark down May 31, 2012 in your calendar. That's the date by which 483,000 U.S. retirement plans must send to their participants the initial disclosures required by new Department of Labor rules under Section 404a5 of ERISA.... DOL estimates that the rule will affect 72 million active participants who hold $3 trillion of plan assets.... It is your job, and opportunity, to help them anticipate, interpret and act on information contained in 404a5 disclosures. |
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