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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The Day After the 408(b)(2) Effective Date: What Happens on July 2, 2012? (PDF)
Fiduciary Risk Assessment LLC [Guidance Overview] May 23, 2012
"[There are] three reasons why a fiduciary may find their July 2, 2012 occupied with the preparation of written requests for information from their [covered service provider, or 'CSP'] including: 1. The CSP failed to provide any disclosures, 2. The CSP provided incomplete disclosures, or 3. Additional information is necessary to determine if the contract or arrangement is prudent and/or conflict free."
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