Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Department of Labor (DOL) Releases Final Investment Advice Regulation (PDF)
ING Qualified Plan Consulting [Guidance Overview] Feb. 23, 2012
The final regulation provides guidance for the two new safe harbors created by PPA for investment advice that either is (i) based on a computer model, or (ii) a 'fee-leveling' arrangement.
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