Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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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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Loan & Distribution Specialist AimPoint Pension
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Compass
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Disclosing Changes under the 408b-2 Regulations
FIS Relius [Guidance Overview] Apr. 10, 2012 "With the exception of changes to the contract and the investment disclosures, a Covered Service Provider does not need to provide additional disclosures until the contract is extended or renewed. [This] technical update ... discuss[es] the timing of the disclosures for changes." |
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