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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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Deconstructing the Discretionary Fiduciary Models: ERISA Section 3(38) Investment Managers vs. Discretionary Trustees (PDF)
Journal of Pension and Benefits via Unified Trust July 11, 2012
"Over the last several years, awareness surrounding the various fiduciary roles that retirement-plan advisors and consultants play when serving their clients has been on the rise. Contributing to this awareness are organizations dedicated to promoting fiduciary best practices and the increased exposure to content available via an ever-growing number of industry conferences. Not surprisingly, the observed result is the selling of expertise through the creation of new credentials."
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